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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 | $56,014 | $138,078-59.4% | $125,363-55.3% | $134,509-58.4% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -17.03% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,993 | $7,800-61.6% | $7,447-59.8% | $6,400-53.2% |
| Admin fee / account holder | $9,014 | $11,566-22.1% | $10,005-9.9% | $11,427-21.1% |