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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 | $40,646 | $138,102-70.6% | $125,381-67.6% | $134,532-69.8% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -15.94% | 750.73%-766.7pp | 572.31%-588.2pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,766 | $7,801-38.9% | $7,448-36.0% | $6,401-25.5% |
| Admin fee / account holder | $640 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |