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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 | $18,410 | $190,916-90.4% | $160,037-88.5% | $134,545-86.3% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.7pp | 81.2%-22.9pp |
| Annual return | -16.94% | 552.79%-569.7pp | 408.95%-425.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,883 | $6,925-72.8% | $6,184-69.6% | $6,401-70.6% |
| Admin fee / account holder | $2,731 | $10,497-74.0% | $8,716-68.7% | $11,431-76.1% |