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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 | $84,813 | $133,981-36.7% | $112,249-24.4% | $134,532-37.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -17.58% | 47.16%-64.7pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,319 | $5,292-18.4% | $4,729-8.7% | $6,401-32.5% |
| Admin fee / account holder | $69,954 | $7,492+833.7% | $6,412+990.9% | $11,429+512.1% |