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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 | $38,936 | $138,102-71.8% | $125,381-68.9% | $134,532-71.1% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -18.23% | 750.73%-769.0pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,171 | $7,801-59.3% | $7,448-57.4% | $6,401-50.5% |
| Admin fee / account holder | $6,120 | $11,568-47.1% | $10,007-38.8% | $11,429-46.5% |