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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 | $59,390 | $129,959-54.3% | $104,301-43.1% | $134,532-55.9% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -17.16% | 42.04%-59.2pp | 24.61%-41.8pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,745 | $5,589+20.7% | $4,626+45.8% | $6,401+5.4% |
| Admin fee / account holder | $9,956 | $9,325+6.8% | $7,340+35.6% | $11,429-12.9% |