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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 | $61,277 | $180,466-66.0% | $154,114-60.2% | $135,382-54.7% |
| Participation rate | 18.2% | 87.4%-69.2pp | 83.0%-64.9pp | 82.6%-64.5pp |
| Annual return | -8.64% | 888.15%-896.8pp | 735.16%-743.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,364 | $5,806-42.1% | $5,081-33.8% | $5,609-40.0% |
| Admin fee / account holder | $750 | $16,144-95.4% | $13,411-94.4% | $10,829-93.1% |