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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 | $72,566 | $97,761-25.8% | $83,850-13.5% | $135,382-46.4% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -6.01% | 1287.44%-1293.5pp | 850.92%-856.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,133 | $4,682-11.7% | $4,082+1.3% | $5,609-26.3% |
| Admin fee / account holder | $16,212 | $6,674+142.9% | $5,478+195.9% | $10,829+49.7% |