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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 | $98,300 | $133,981-26.6% | $112,249-12.4% | $134,532-26.9% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | -18.65% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,694 | $5,292-68.0% | $4,729-64.2% | $6,401-73.5% |
| Admin fee / account holder | $572 | $7,492-92.4% | $6,412-91.1% | $11,429-95.0% |