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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 | $19,073 | $190,916-90.0% | $160,037-88.1% | $134,545-85.8% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.0%-13.3pp | 81.2%-16.5pp |
| Annual return | -11.53% | 552.79%-564.3pp | 408.95%-420.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,371 | $6,925-65.8% | $6,184-61.7% | $6,401-63.0% |
| Admin fee / account holder | $1,532 | $10,497-85.4% | $8,716-82.4% | $11,431-86.6% |