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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 | $60,513 | $92,684-34.7% | $82,706-26.8% | $134,509-55.0% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -14.05% | 945.84%-959.9pp | 701.76%-715.8pp | 418.13%-432.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,490 | $4,800-48.1% | $4,394-43.3% | $6,400-61.1% |
| Admin fee / account holder | $1,196 | $5,982-80.0% | $5,329-77.6% | $11,427-89.5% |