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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 | $73,239 | $91,536-20.0% | $130,062-43.7% | $75,177-2.6% |
| Participation rate | 58.1% | 71.5%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 15.25% | -631.62%+646.9pp | -137.37%+152.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,884 | $4,343+58.5% | $5,821+18.3% | $4,126+66.8% |
| Admin fee / account holder | $27,979 | $6,780+312.7% | $10,601+163.9% | $5,651+395.1% |