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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 | $59,748 | $95,979-37.7% | $74,551-19.9% | $135,380-55.9% |
| Participation rate | 46.2% | 75.7%-29.5pp | 69.1%-23.0pp | 82.6%-36.5pp |
| Annual return | -3.22% | 56.97%-60.2pp | 32.53%-35.8pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,434 | $3,844-10.7% | $3,108+10.5% | $5,609-38.8% |
| Admin fee / account holder | $1,379 | $6,522-78.8% | $5,059-72.7% | $10,828-87.3% |