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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 | $26,326 | $138,078-80.9% | $125,363-79.0% | $134,509-80.4% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -7.37% | 750.49%-757.9pp | 572.15%-579.5pp | 418.13%-425.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,956 | $7,800-10.8% | $7,447-6.6% | $6,400+8.7% |
| Admin fee / account holder | $21,812 | $11,566+88.6% | $10,005+118.0% | $11,427+90.9% |