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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 | $104,921 | $138,076-24.0% | $123,553-15.1% | $135,380-22.5% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -3.54% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,153 | $6,800-24.2% | $6,426-19.8% | $5,609-8.1% |
| Admin fee / account holder | $27,054 | $10,917+147.8% | $9,284+191.4% | $10,828+149.8% |