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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 | $33,609 | $190,879-82.4% | $160,009-79.0% | $134,532-75.0% |
| Participation rate | 17.4% | 82.0%-64.6pp | 78.0%-60.6pp | 81.2%-63.8pp |
| Annual return | -12.11% | 552.63%-564.7pp | 408.85%-421.0pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,890 | $6,924-58.3% | $6,183-53.3% | $6,401-54.8% |
| Admin fee / account holder | $1,895 | $10,495-81.9% | $8,715-78.3% | $11,429-83.4% |