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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 | $38,004 | $67,372-43.6% | $60,906-37.6% | $134,532-71.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -17.65% | 50.05%-67.7pp | 16.94%-34.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,324 | $4,532-4.6% | $3,814+13.4% | $6,401-32.4% |
| Admin fee / account holder | $872 | $4,588-81.0% | $3,227-73.0% | $11,429-92.4% |