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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 | $37,844 | $180,462-79.0% | $154,111-75.4% | $135,379-72.0% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -4.83% | 888.17%-893.0pp | 735.18%-740.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,589 | $5,806-55.4% | $5,081-49.0% | $5,609-53.8% |
| Admin fee / account holder | $2,268 | $16,145-86.0% | $13,411-83.1% | $10,828-79.1% |