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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 | $73,460 | $190,879-61.5% | $160,009-54.1% | $134,532-45.4% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.0%-50.7pp | 81.2%-54.0pp |
| Annual return | -14.03% | 552.63%-566.7pp | 408.85%-422.9pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,157 | $6,924-68.8% | $6,183-65.1% | $6,401-66.3% |
| Admin fee / account holder | $27,276 | $10,495+159.9% | $8,715+213.0% | $11,429+138.7% |