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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 | $37,328 | $97,732-61.8% | $83,831-55.5% | $135,380-72.4% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -3.15% | 1287.56%-1290.7pp | 850.99%-854.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,489 | $4,683-68.2% | $4,082-63.5% | $5,609-73.5% |
| Admin fee / account holder | $7,593 | $6,675+13.8% | $5,479+38.6% | $10,828-29.9% |