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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 | $96,026 | $190,879-49.7% | $160,009-40.0% | $134,532-28.6% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -18.30% | 552.63%-570.9pp | 408.85%-427.1pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,075 | $6,924-41.1% | $6,183-34.1% | $6,401-36.3% |
| Admin fee / account holder | $4,592 | $10,495-56.2% | $8,715-47.3% | $11,429-59.8% |