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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 | $41,321 | $138,102-70.1% | $125,381-67.0% | $134,532-69.3% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -20.24% | 750.73%-771.0pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,726 | $7,801-39.4% | $7,448-36.5% | $6,401-26.2% |
| Admin fee / account holder | $538 | $11,568-95.3% | $10,007-94.6% | $11,429-95.3% |