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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 | $62,138 | $180,466-65.6% | $154,114-59.7% | $135,382-54.1% |
| Participation rate | 63.2% | 87.4%-24.3pp | 83.0%-19.9pp | 82.6%-19.5pp |
| Annual return | -6.22% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,925 | $5,806-32.4% | $5,081-22.7% | $5,609-30.0% |
| Admin fee / account holder | $26,844 | $16,144+66.3% | $13,411+100.2% | $10,829+147.9% |