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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 | $38,186 | $190,879-80.0% | $160,009-76.1% | $134,532-71.6% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.0%-16.9pp | 81.2%-20.1pp |
| Annual return | -15.37% | 552.63%-568.0pp | 408.85%-424.2pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,844 | $6,924-30.0% | $6,183-21.7% | $6,401-24.3% |
| Admin fee / account holder | $16,435 | $10,495+56.6% | $8,715+88.6% | $11,429+43.8% |