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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 | $40,255 | $138,102-70.9% | $125,381-67.9% | $134,532-70.1% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -14.18% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,874 | $7,801+0.9% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $2,895 | $11,568-75.0% | $10,007-71.1% | $11,429-74.7% |