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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 | $34,512 | $135,639-74.6% | $110,241-68.7% | $135,382-74.5% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -8.50% | 513.21%-521.7pp | 314.75%-323.2pp | 519.77%-528.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,057 | $5,507-62.6% | $4,672-56.0% | $5,609-63.3% |
| Admin fee / account holder | $393 | $11,457-96.6% | $8,548-95.4% | $10,829-96.4% |