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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 | $57,924 | $167,353-65.4% | $143,797-59.7% | $134,545-56.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -12.28% | 0.48%-12.8pp | -0.04%-12.2pp | 418.37%-430.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,916 | $6,447-54.8% | $5,638-48.3% | $6,401-54.4% |
| Admin fee / account holder | $35,472 | $18,096+96.0% | $14,679+141.6% | $11,431+210.3% |