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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 | $119,404 | $190,879-37.4% | $160,009-25.4% | $134,532-11.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -14.59% | 552.63%-567.2pp | 408.85%-423.4pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,233 | $6,924-67.7% | $6,183-63.9% | $6,401-65.1% |
| Admin fee / account holder | $44,767 | $10,495+326.6% | $8,715+413.7% | $11,429+291.7% |