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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 | $36,482 | $135,645-73.1% | $110,243-66.9% | $135,380-73.1% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.8%-24.3pp | 82.6%-27.1pp |
| Annual return | -7.36% | 513.24%-520.6pp | 314.76%-322.1pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,340 | $5,507-39.3% | $4,672-28.5% | $5,609-40.4% |
| Admin fee / account holder | $5,958 | $11,458-48.0% | $8,548-30.3% | $10,828-45.0% |