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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 | $45,135 | $138,102-67.3% | $125,381-64.0% | $134,532-66.5% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -19.73% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,123 | $7,801-21.5% | $7,448-17.8% | $6,401-4.3% |
| Admin fee / account holder | $713 | $11,568-93.8% | $10,007-92.9% | $11,429-93.8% |