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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 | $36,141 | $168,635-78.6% | $147,617-75.5% | $125,389-71.2% |
| Participation rate | 58.8% | 88.8%-29.9pp | 84.6%-25.8pp | 83.2%-24.4pp |
| Annual return | -0.49% | 77.65%-78.1pp | 61.98%-62.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,226 | $5,507-41.4% | $4,895-34.1% | $5,352-39.7% |
| Admin fee / account holder | $2,966 | $13,580-78.2% | $11,612-74.5% | $9,541-68.9% |