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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 | $57,104 | $138,075-58.6% | $123,552-53.8% | $135,379-57.8% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,791 | $6,800-29.5% | $6,426-25.4% | $5,609-14.6% |
| Admin fee / account holder | $3,062 | $10,917-71.9% | $9,285-67.0% | $10,828-71.7% |