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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 | $49,419 | $93,124-46.9% | $77,100-35.9% | $134,545-63.3% |
| Participation rate | 27.8% | 74.5%-46.7pp | 67.9%-40.1pp | 81.2%-53.5pp |
| Annual return | -18.43% | 62.68%-81.1pp | 42.35%-60.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,081 | $5,242-41.2% | $4,430-30.4% | $6,401-51.9% |
| Admin fee / account holder | $3,496 | $6,970-49.8% | $5,443-35.8% | $11,431-69.4% |