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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 | $46,776 | $138,072-66.1% | $123,549-62.1% | $135,382-65.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -2.84% | 153.69%-156.5pp | 119.20%-122.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,627 | $6,799+41.6% | $6,426+49.8% | $5,609+71.6% |
| Admin fee / account holder | $5,922 | $10,917-45.8% | $9,284-36.2% | $10,829-45.3% |