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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 | $105,948 | $138,075-23.3% | $123,552-14.2% | $135,379-21.7% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -7.53% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,823 | $6,800+0.3% | $6,426+6.2% | $5,609+21.6% |
| Admin fee / account holder | $1,620 | $10,917-85.2% | $9,285-82.6% | $10,828-85.0% |