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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 | $111,749 | $93,124+20.0% | $77,100+44.9% | $134,545-16.9% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -0.66% | 62.68%-63.3pp | 42.35%-43.0pp | 418.37%-419.0pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,807 | $5,242-27.4% | $4,430-14.1% | $6,401-40.5% |
| Admin fee / account holder | $2,995 | $6,970-57.0% | $5,443-45.0% | $11,431-73.8% |