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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 | $55,489 | $190,879-70.9% | $160,009-65.3% | $134,532-58.8% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -14.62% | 552.63%-567.2pp | 408.85%-423.5pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,971 | $6,924-13.8% | $6,183-3.4% | $6,401-6.7% |
| Admin fee / account holder | $3,723 | $10,495-64.5% | $8,715-57.3% | $11,429-67.4% |