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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 | $50,196 | $190,879-73.7% | $160,009-68.6% | $134,532-62.7% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -15.92% | 552.63%-568.5pp | 408.85%-424.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,313 | $6,924-37.7% | $6,183-30.2% | $6,401-32.6% |
| Admin fee / account holder | $15,731 | $10,495+49.9% | $8,715+80.5% | $11,429+37.6% |