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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 | $73,909 | $190,843-61.3% | $159,981-53.8% | $134,493-45.0% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -14.66% | 552.37%-567.0pp | 408.70%-423.4pp | 418.01%-432.7pp |
| Employer contribution / active EE | $0 | $4,993-100.0% | $4,224-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,570 | $6,923-62.9% | $6,182-58.4% | $6,400-59.8% |
| Admin fee / account holder | $1,721 | $10,475-83.6% | $8,700-80.2% | $11,425-84.9% |