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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 | $82,232 | $152,591-46.1% | $117,529-30.0% | $134,545-38.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.80% | 53.04%-70.8pp | 29.77%-47.6pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,348 | $4,821-9.8% | $4,072+6.8% | $6,401-32.1% |
| Admin fee / account holder | $2,582 | $7,004-63.1% | $5,645-54.3% | $11,431-77.4% |