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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 | $21,223 | $138,078-84.6% | $125,363-83.1% | $134,509-84.2% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -18.06% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,747 | $7,800-39.1% | $7,447-36.3% | $6,400-25.8% |
| Admin fee / account holder | $1,364 | $11,566-88.2% | $10,005-86.4% | $11,427-88.1% |