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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 | $53,818 | $138,102-61.0% | $125,381-57.1% | $134,532-60.0% |
| Participation rate | 47.6% | 84.5%-36.9pp | 82.4%-34.8pp | 81.2%-33.6pp |
| Annual return | -13.27% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,556 | $7,801-67.2% | $7,448-65.7% | $6,401-60.1% |
| Admin fee / account holder | $17,386 | $11,568+50.3% | $10,007+73.7% | $11,429+52.1% |