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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 | $31,095 | $190,843-83.7% | $159,981-80.6% | $134,493-76.9% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -14.81% | 552.37%-567.2pp | 408.70%-423.5pp | 418.01%-432.8pp |
| Employer contribution / active EE | $0 | $4,993-100.0% | $4,224-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,876 | $6,923-58.5% | $6,182-53.5% | $6,400-55.1% |
| Admin fee / account holder | $455 | $10,475-95.7% | $8,700-94.8% | $11,425-96.0% |