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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 | $59,081 | $91,525-35.4% | $130,026-54.6% | $75,181-21.4% |
| Participation rate | 31.7% | 71.4%-39.7pp | 78.5%-46.8pp | 67.2%-35.5pp |
| Annual return | 15.39% | -631.40%+646.8pp | -137.26%+152.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,563 | $4,342-41.0% | $5,821-56.0% | $4,126-37.9% |
| Admin fee / account holder | $4,480 | $6,778-33.9% | $10,608-57.8% | $5,650-20.7% |