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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 | $51,228 | $138,114-62.9% | $125,391-59.1% | $134,545-61.9% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -18.17% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,749 | $7,801-39.1% | $7,448-36.2% | $6,401-25.8% |
| Admin fee / account holder | $3,476 | $11,570-70.0% | $10,009-65.3% | $11,431-69.6% |