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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 | $26,351 | $190,862-86.2% | $159,991-83.5% | $134,509-80.4% |
| Participation rate | 18.8% | 82.0%-63.2pp | 78.0%-59.2pp | 81.2%-62.5pp |
| Annual return | -20.05% | 552.59%-572.6pp | 408.82%-428.9pp | 418.13%-438.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,777 | $6,924-74.3% | $6,183-71.3% | $6,400-72.2% |
| Admin fee / account holder | $1,002 | $10,495-90.5% | $8,715-88.5% | $11,427-91.2% |