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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 | $16,383 | $138,102-88.1% | $125,381-86.9% | $134,532-87.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.38% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,141 | $7,801-21.3% | $7,448-17.5% | $6,401-4.1% |
| Admin fee / account holder | $12,007 | $11,568+3.8% | $10,007+20.0% | $11,429+5.1% |