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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 | $95,389 | $158,827-39.9% | $121,208-21.3% | $135,382-29.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -8.30% | -0.64%-7.7pp | 16.93%-25.2pp | 519.77%-528.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,240 | $4,006+80.8% | $3,345+116.4% | $5,609+29.1% |
| Admin fee / account holder | $1,021 | $6,514-84.3% | $5,020-79.7% | $10,829-90.6% |