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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 | $56,913 | $135,645-58.0% | $110,243-48.4% | $135,380-58.0% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -3.08% | 513.24%-516.3pp | 314.76%-317.8pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,225 | $5,507-59.6% | $4,672-52.4% | $5,609-60.3% |
| Admin fee / account holder | $11,031 | $11,458-3.7% | $8,548+29.0% | $10,828+1.9% |