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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 | $26,617 | $190,916-86.1% | $160,037-83.4% | $134,545-80.2% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.0%-25.4pp | 81.2%-28.6pp |
| Annual return | -10.31% | 552.79%-563.1pp | 408.95%-419.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,528 | $6,925-20.2% | $6,184-10.6% | $6,401-13.6% |
| Admin fee / account holder | $45,925 | $10,497+337.5% | $8,716+426.9% | $11,431+301.8% |