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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 | $66,225 | $138,102-52.0% | $125,381-47.2% | $134,532-50.8% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -10.47% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,098 | $7,801-34.6% | $7,448-31.6% | $6,401-20.4% |
| Admin fee / account holder | $634 | $11,568-94.5% | $10,007-93.7% | $11,429-94.5% |