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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 | $49,605 | $138,114-64.1% | $125,391-60.4% | $134,545-63.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -17.91% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,333 | $7,801-44.5% | $7,448-41.8% | $6,401-32.3% |
| Admin fee / account holder | $787 | $11,570-93.2% | $10,009-92.1% | $11,431-93.1% |