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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 | $58,030 | $197,819-70.7% | $155,789-62.8% | $125,389-53.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.20% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,586 | $5,631-36.3% | $4,798-25.3% | $5,352-33.0% |
| Admin fee / account holder | $425 | $9,544-95.5% | $7,477-94.3% | $9,541-95.5% |