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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 | $51,973 | $190,879-72.8% | $160,009-67.5% | $134,532-61.4% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -17.51% | 552.63%-570.1pp | 408.85%-426.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,022 | $6,924-27.5% | $6,183-18.8% | $6,401-21.5% |
| Admin fee / account holder | $11,628 | $10,495+10.8% | $8,715+33.4% | $11,429+1.7% |