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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 | $38,931 | $152,597-74.5% | $117,533-66.9% | $134,532-71.1% |
| Participation rate | 15.4% | 77.1%-61.7pp | 70.6%-55.2pp | 81.2%-65.8pp |
| Annual return | -0.38% | 53.04%-53.4pp | 29.77%-30.2pp | 418.27%-418.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,593 | $4,821-46.2% | $4,072-36.3% | $6,401-59.5% |
| Admin fee / account holder | $2,250 | $7,007-67.9% | $5,647-60.2% | $11,429-80.3% |