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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 | $60,862 | $135,645-55.1% | $110,243-44.8% | $135,379-55.0% |
| Participation rate | 54.2% | 83.5%-29.3pp | 79.8%-25.7pp | 82.6%-28.5pp |
| Annual return | -3.11% | 513.24%-516.4pp | 314.76%-317.9pp | 519.79%-522.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,641 | $5,507-33.9% | $4,672-22.1% | $5,609-35.1% |
| Admin fee / account holder | $10,962 | $11,458-4.3% | $8,548+28.2% | $10,828+1.2% |