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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 | $31,167 | $180,466-82.7% | $154,114-79.8% | $135,382-77.0% |
| Participation rate | 29.2% | 87.4%-58.3pp | 83.0%-53.9pp | 82.6%-53.5pp |
| Annual return | -6.47% | 888.15%-894.6pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $597 | $6,035-90.1% | $5,298-88.7% | $4,779-87.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,510 | $16,144-65.9% | $13,411-58.9% | $10,829-49.1% |