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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 | $115,914 | $138,075-16.1% | $123,552-6.2% | $135,379-14.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.32% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,975 | $6,800+17.3% | $6,426+24.1% | $5,609+42.2% |
| Admin fee / account holder | $638 | $10,917-94.2% | $9,285-93.1% | $10,828-94.1% |