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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 | $59,294 | $138,075-57.1% | $123,552-52.0% | $135,379-56.2% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -5.15% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,958 | $6,800-41.8% | $6,426-38.4% | $5,609-29.4% |
| Admin fee / account holder | $26,122 | $10,917+139.3% | $9,285+181.4% | $10,828+141.2% |