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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 | $47,056 | $138,102-65.9% | $125,381-62.5% | $134,532-65.0% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -14.93% | 750.73%-765.7pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,077 | $7,801-22.1% | $7,448-18.4% | $6,401-5.1% |
| Admin fee / account holder | $2,115 | $11,568-81.7% | $10,007-78.9% | $11,429-81.5% |