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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 | $43,494 | $138,102-68.5% | $125,381-65.3% | $134,532-67.7% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -13.77% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,965 | $7,801-49.2% | $7,448-46.8% | $6,401-38.1% |
| Admin fee / account holder | $2,303 | $11,568-80.1% | $10,007-77.0% | $11,429-79.9% |