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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 | $28,110 | $138,102-79.6% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -12.14% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,967 | $7,801-62.0% | $7,448-60.2% | $6,401-53.6% |
| Admin fee / account holder | $2,934 | $11,568-74.6% | $10,007-70.7% | $11,429-74.3% |