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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 | $85,239 | $54,355+56.8% | $82,744+3.0% | $68,486+24.5% |
| Participation rate | 43.8% | 63.9%-20.2pp | 72.6%-28.8pp | 67.9%-24.1pp |
| Annual return | -13.61% | -13.67%+0.1pp | 702.22%-715.8pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,045 | $3,246-6.2% | $4,395-30.7% | $4,028-24.4% |
| Admin fee / account holder | $2,884 | $4,397-34.4% | $5,325-45.8% | $5,404-46.6% |