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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 | $31,994 | $138,102-76.8% | $125,381-74.5% | $134,532-76.2% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -4.96% | 750.73%-755.7pp | 572.31%-577.3pp | 418.27%-423.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,338 | $7,801-57.2% | $7,448-55.2% | $6,401-47.8% |
| Admin fee / account holder | $468 | $11,568-96.0% | $10,007-95.3% | $11,429-95.9% |