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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 | $96,846 | $92,766+4.4% | $82,763+17.0% | $134,545-28.0% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -13.18% | 946.97%-960.2pp | 702.45%-715.6pp | 418.37%-431.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,279 | $4,802-73.4% | $4,395-70.9% | $6,401-80.0% |
| Admin fee / account holder | $472 | $5,978-92.1% | $5,325-91.1% | $11,431-95.9% |