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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 | $52,700 | $135,645-61.1% | $110,243-52.2% | $135,380-61.1% |
| Participation rate | 35.3% | 83.5%-48.2pp | 79.8%-44.5pp | 82.6%-47.3pp |
| Annual return | -7.10% | 513.24%-520.3pp | 314.76%-321.9pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,420 | $5,507-56.0% | $4,672-48.2% | $5,609-56.8% |
| Admin fee / account holder | $2,558 | $11,458-77.7% | $8,548-70.1% | $10,828-76.4% |