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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,241 | $92,743-37.2% | $82,744-29.6% | $134,532-56.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -12.53% | 946.63%-959.2pp | 702.22%-714.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,398 | $4,802-50.0% | $4,395-45.4% | $6,401-62.5% |
| Admin fee / account holder | $1,508 | $5,977-74.8% | $5,325-71.7% | $11,429-86.8% |