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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 | $45,797 | $152,542-70.0% | $117,498-61.0% | $134,509-66.0% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -11.39% | 53.02%-64.4pp | 29.75%-41.1pp | 418.13%-429.5pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,986 | $4,819-38.1% | $4,071-26.7% | $6,400-53.4% |
| Admin fee / account holder | $469 | $7,006-93.3% | $5,646-91.7% | $11,427-95.9% |