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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 | $101,449 | $138,075-26.5% | $123,552-17.9% | $135,379-25.1% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -3.90% | 153.70%-157.6pp | 119.20%-123.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,942 | $6,800-12.6% | $6,426-7.5% | $5,609+5.9% |
| Admin fee / account holder | $2,697 | $10,917-75.3% | $9,285-71.0% | $10,828-75.1% |