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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 | $31,419 | $135,645-76.8% | $110,243-71.5% | $135,380-76.8% |
| Participation rate | 52.6% | 83.5%-30.8pp | 79.8%-27.2pp | 82.6%-30.0pp |
| Annual return | -7.42% | 513.24%-520.7pp | 314.76%-322.2pp | 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 | $3,107 | $5,507-43.6% | $4,672-33.5% | $5,609-44.6% |
| Admin fee / account holder | $653 | $11,458-94.3% | $8,548-92.4% | $10,828-94.0% |