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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 | $106,765 | $160,059-33.3% | $140,019-23.7% | $135,379-21.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -7.67% | 911.44%-919.1pp | 651.15%-658.8pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,446 | $7,641-54.9% | $6,927-50.2% | $5,609-38.6% |
| Admin fee / account holder | $1,623 | $13,328-87.8% | $10,705-84.8% | $10,828-85.0% |