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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 | $49,883 | $92,766-46.2% | $82,763-39.7% | $134,545-62.9% |
| Participation rate | 20.8% | 75.2%-54.4pp | 72.6%-51.7pp | 81.2%-60.4pp |
| Annual return | -16.12% | 946.97%-963.1pp | 702.45%-718.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,043 | $4,802-15.8% | $4,395-8.0% | $6,401-36.8% |
| Admin fee / account holder | $1,537 | $5,978-74.3% | $5,325-71.1% | $11,431-86.6% |