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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 | $64,849 | $91,525-29.1% | $130,026-50.1% | $75,181-13.7% |
| Participation rate | 60.4% | 71.4%-11.0pp | 78.5%-18.1pp | 67.2%-6.8pp |
| Annual return | 13.35% | -631.40%+644.7pp | -137.26%+150.6pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,180 | $4,342-26.8% | $5,821-45.4% | $4,126-22.9% |
| Admin fee / account holder | $3,059 | $6,778-54.9% | $10,608-71.2% | $5,650-45.9% |