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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 | $103,796 | $197,819-47.5% | $155,789-33.4% | $125,388-17.2% |
| Participation rate | 56.3% | 82.1%-25.8pp | 76.1%-19.8pp | 83.2%-26.9pp |
| Annual return | -1.00% | 86.73%-87.7pp | 71.54%-72.5pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,698 | $5,631-16.6% | $4,798-2.1% | $5,352-12.2% |
| Admin fee / account holder | $3,601 | $9,544-62.3% | $7,477-51.8% | $9,541-62.3% |