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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 | $57,666 | $92,766-37.8% | $82,763-30.3% | $134,545-57.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -13.37% | 946.97%-960.3pp | 702.45%-715.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,606 | $4,802+16.7% | $4,395+27.6% | $6,401-12.4% |
| Admin fee / account holder | $1,882 | $5,978-68.5% | $5,325-64.7% | $11,431-83.5% |