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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 | $36,878 | $190,862-80.7% | $159,991-76.9% | $134,509-72.6% |
| Participation rate | 29.2% | 82.0%-52.8pp | 78.0%-48.8pp | 81.2%-52.1pp |
| Annual return | -15.17% | 552.59%-567.8pp | 408.82%-424.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,637 | $6,924-76.3% | $6,183-73.5% | $6,400-74.4% |
| Admin fee / account holder | $377 | $10,495-96.4% | $8,715-95.7% | $11,427-96.7% |