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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 | $58,193 | $138,102-57.9% | $125,381-53.6% | $134,532-56.7% |
| Participation rate | 31.3% | 84.5%-53.2pp | 82.4%-51.1pp | 81.2%-50.0pp |
| Annual return | -17.05% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,812 | $7,801-64.0% | $7,448-62.2% | $6,401-56.1% |
| Admin fee / account holder | $457 | $11,568-96.0% | $10,007-95.4% | $11,429-96.0% |