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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 | $80,194 | $138,072-41.9% | $123,549-35.1% | $135,382-40.8% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -6.65% | 153.69%-160.3pp | 119.20%-125.9pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,852 | $6,799-58.1% | $6,426-55.6% | $5,609-49.2% |
| Admin fee / account holder | $12,973 | $10,917+18.8% | $9,284+39.7% | $10,829+19.8% |