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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 | $41,886 | $190,879-78.1% | $160,009-73.8% | $134,532-68.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -20.06% | 552.63%-572.7pp | 408.85%-428.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,307 | $6,924-66.7% | $6,183-62.7% | $6,401-64.0% |
| Admin fee / account holder | $928 | $10,495-91.2% | $8,715-89.4% | $11,429-91.9% |