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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 | $61,647 | $93,098-33.8% | $77,081-20.0% | $134,509-54.2% |
| Participation rate | 23.8% | 74.5%-50.7pp | 67.9%-44.1pp | 81.2%-57.4pp |
| Annual return | -19.31% | 62.63%-81.9pp | 42.33%-61.6pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,312 | $5,239-17.7% | $4,428-2.6% | $6,400-32.6% |
| Admin fee / account holder | $26,830 | $6,945+286.3% | $5,427+394.4% | $11,427+134.8% |