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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 | $48,081 | $138,114-65.2% | $125,391-61.7% | $134,545-64.3% |
| Participation rate | 27.8% | 84.5%-56.7pp | 82.4%-54.6pp | 81.2%-53.5pp |
| Annual return | -19.42% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,646 | $7,801-66.1% | $7,448-64.5% | $6,401-58.7% |
| Admin fee / account holder | $711 | $11,570-93.9% | $10,009-92.9% | $11,431-93.8% |