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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 | $143,863 | $92,743+55.1% | $82,744+73.9% | $134,532+6.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.06% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,992 | $4,802+24.8% | $4,395+36.3% | $6,401-6.4% |
| Admin fee / account holder | $8,380 | $5,977+40.2% | $5,325+57.4% | $11,429-26.7% |