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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 | $53,473 | $92,766-42.4% | $82,763-35.4% | $134,545-60.3% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -8.95% | 946.97%-955.9pp | 702.45%-711.4pp | 418.37%-427.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,413 | $4,802-49.8% | $4,395-45.1% | $6,401-62.3% |
| Admin fee / account holder | $8,894 | $5,978+48.8% | $5,325+67.0% | $11,431-22.2% |