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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 | $108,911-75.7% | $100,392-73.6% | $145,884-81.9% |
| Participation rate | 60.9% | 83.0%-22.1pp | 81.5%-20.6pp | 80.3%-19.4pp |
| Annual return | 0.00% | 58.23%-58.2pp | 49.45%-49.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,227 | $8,459-26.4% | $8,090-23.0% | $6,690-6.9% |
| Admin fee / account holder | $2,222 | $9,698-77.1% | $7,904-71.9% | $13,392-83.4% |