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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 | $138,078-67.3% | $125,363-64.0% | $134,509-66.4% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -19.73% | 750.49%-770.2pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,123 | $7,800-21.5% | $7,447-17.8% | $6,400-4.3% |
| Admin fee / account holder | $713 | $11,566-93.8% | $10,005-92.9% | $11,427-93.8% |