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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 | $52,650 | $168,636-68.8% | $147,617-64.3% | $125,393-58.0% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -1.03% | 77.65%-78.7pp | 61.98%-63.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,751 | $5,507+4.4% | $4,895+17.5% | $5,351+7.5% |
| Admin fee / account holder | $19,347 | $13,580+42.5% | $11,611+66.6% | $9,541+102.8% |