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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 | $138,078-62.9% | $125,363-59.1% | $134,509-61.9% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -18.17% | 750.49%-768.7pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,749 | $7,800-39.1% | $7,447-36.2% | $6,400-25.8% |
| Admin fee / account holder | $3,476 | $11,566-69.9% | $10,005-65.3% | $11,427-69.6% |