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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 | $70,842 | $97,761-27.5% | $83,850-15.5% | $135,382-47.7% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -7.92% | 1287.44%-1295.4pp | 850.92%-858.8pp | 519.77%-527.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,475 | $4,682-4.4% | $4,082+9.6% | $5,609-20.2% |
| Admin fee / account holder | $1,808 | $6,674-72.9% | $5,478-67.0% | $10,829-83.3% |