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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 | $26,456 | $108,922-75.7% | $100,398-73.6% | $145,978-81.9% |
| Participation rate | 60.9% | 83.0%-22.1pp | 81.5%-20.6pp | 80.3%-19.4pp |
| Annual return | 0.00% | 58.04%-58.0pp | 49.32%-49.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,227 | $8,450-26.3% | $8,084-23.0% | $6,690-6.9% |
| Admin fee / account holder | $2,222 | $9,680-77.0% | $7,893-71.8% | $13,400-83.4% |