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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 | $70,837 | $180,466-60.7% | $154,114-54.0% | $135,382-47.7% |
| Participation rate | 34.8% | 87.4%-52.6pp | 83.0%-48.3pp | 82.6%-47.9pp |
| Annual return | -5.77% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,153 | $5,806-45.7% | $5,081-37.9% | $5,609-43.8% |
| Admin fee / account holder | $532 | $16,144-96.7% | $13,411-96.0% | $10,829-95.1% |