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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 | $51,862 | $152,591-66.0% | $117,529-55.9% | $134,545-61.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.68% | 53.04%-70.7pp | 29.77%-47.4pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,332 | $4,821-72.4% | $4,072-67.3% | $6,401-79.2% |
| Admin fee / account holder | $1,076 | $7,004-84.6% | $5,645-80.9% | $11,431-90.6% |