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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 | $61,407 | $180,462-66.0% | $154,111-60.2% | $135,379-54.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.70% | 888.17%-892.9pp | 735.18%-739.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,128 | $5,806-63.3% | $5,081-58.1% | $5,609-62.1% |
| Admin fee / account holder | $11,093 | $16,145-31.3% | $13,411-17.3% | $10,828+2.4% |