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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 | $74,987 | $97,732-23.3% | $83,831-10.5% | $135,380-44.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.07% | 1287.56%-1290.6pp | 850.99%-854.1pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,989 | $4,683-36.2% | $4,082-26.8% | $5,609-46.7% |
| Admin fee / account holder | $514 | $6,675-92.3% | $5,479-90.6% | $10,828-95.3% |