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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 | $71,839 | $138,072-48.0% | $123,549-41.9% | $135,382-46.9% |
| Participation rate | 26.3% | 84.7%-58.4pp | 82.3%-56.0pp | 82.6%-56.3pp |
| Annual return | -4.06% | 153.69%-157.8pp | 119.20%-123.3pp | 519.77%-523.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,747 | $6,799-30.2% | $6,426-26.1% | $5,609-15.4% |
| Admin fee / account holder | $25,088 | $10,917+129.8% | $9,284+170.2% | $10,829+131.7% |