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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 | $62,132 | $190,916-67.5% | $160,037-61.2% | $134,545-53.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -12.47% | 552.79%-565.3pp | 408.95%-421.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,138 | $6,925-11.4% | $6,184-0.7% | $6,401-4.1% |
| Admin fee / account holder | $26,625 | $10,497+153.7% | $8,716+205.5% | $11,431+132.9% |