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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 | $59,938 | $133,981-55.3% | $112,249-46.6% | $134,532-55.4% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -8.11% | 47.16%-55.3pp | 27.48%-35.6pp | 418.27%-426.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,976 | $5,292-24.9% | $4,729-15.9% | $6,401-37.9% |
| Admin fee / account holder | $7,569 | $7,492+1.0% | $6,412+18.0% | $11,429-33.8% |