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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 | $68,240 | $180,462-62.2% | $154,111-55.7% | $135,379-49.6% |
| Participation rate | 43.5% | 87.4%-43.9pp | 83.0%-39.6pp | 82.6%-39.2pp |
| Annual return | -5.54% | 888.17%-893.7pp | 735.18%-740.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,066 | $5,806-64.4% | $5,081-59.3% | $5,609-63.2% |
| Admin fee / account holder | $6,040 | $16,145-62.6% | $13,411-55.0% | $10,828-44.2% |