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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 | $65,226 | $167,362-61.0% | $143,799-54.6% | $134,532-51.5% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -18.00% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,174 | $6,447-35.3% | $5,638-26.0% | $6,401-34.8% |
| Admin fee / account holder | $1,659 | $18,094-90.8% | $14,677-88.7% | $11,429-85.5% |