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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 | $86,487 | $135,645-36.2% | $110,243-21.5% | $135,379-36.1% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.8%-17.9pp | 82.6%-20.7pp |
| Annual return | -3.89% | 513.24%-517.1pp | 314.76%-318.6pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,488 | $5,507-54.8% | $4,672-46.7% | $5,609-55.6% |
| Admin fee / account holder | $6,906 | $11,458-39.7% | $8,548-19.2% | $10,828-36.2% |