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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 | $190,916-61.3% | $160,037-53.8% | $134,545-45.1% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -14.66% | 552.79%-567.5pp | 408.95%-423.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,570 | $6,925-62.9% | $6,184-58.4% | $6,401-59.8% |
| Admin fee / account holder | $1,721 | $10,497-83.6% | $8,716-80.3% | $11,431-84.9% |