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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 | $80,114 | $97,729-18.0% | $83,830-4.4% | $135,379-40.8% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -5.24% | 1287.52%-1292.8pp | 850.97%-856.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,957 | $4,683-58.2% | $4,082-52.1% | $5,609-65.1% |
| Admin fee / account holder | $325 | $6,674-95.1% | $5,479-94.1% | $10,828-97.0% |