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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 | $59,645 | $167,362-64.4% | $143,799-58.5% | $134,532-55.7% |
| Participation rate | 38.5% | 84.8%-46.4pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | -13.45% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,520 | $6,447-60.9% | $5,638-55.3% | $6,401-60.6% |
| Admin fee / account holder | $69,897 | $18,094+286.3% | $14,677+376.2% | $11,429+511.6% |