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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 | $15,714 | $138,114-88.6% | $125,391-87.5% | $134,545-88.3% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -18.53% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,550 | $7,801-28.9% | $7,448-25.5% | $6,401-13.3% |
| Admin fee / account holder | $5,537 | $11,570-52.1% | $10,009-44.7% | $11,431-51.6% |