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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 | $70,249 | $133,981-47.6% | $112,249-37.4% | $134,532-47.8% |
| Participation rate | 31.6% | 78.6%-47.0pp | 75.1%-43.5pp | 81.2%-49.7pp |
| Annual return | -17.01% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,957 | $5,292-44.1% | $4,729-37.5% | $6,401-53.8% |
| Admin fee / account holder | $1,844 | $7,492-75.4% | $6,412-71.2% | $11,429-83.9% |