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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 | $38,330 | $138,078-72.2% | $125,363-69.4% | $134,509-71.5% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -18.93% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,146 | $7,800-21.2% | $7,447-17.5% | $6,400-4.0% |
| Admin fee / account holder | $10,292 | $11,566-11.0% | $10,005+2.9% | $11,427-9.9% |