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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 | $76,723 | $160,059-52.1% | $140,019-45.2% | $135,380-43.3% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -4.15% | 911.48%-915.6pp | 651.17%-655.3pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,400 | $7,641-3.2% | $6,927+6.8% | $5,609+31.9% |
| Admin fee / account holder | $2,900 | $13,328-78.2% | $10,705-72.9% | $10,828-73.2% |