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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 | $60,190 | $138,072-56.4% | $123,549-51.3% | $135,382-55.5% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -4.53% | 153.69%-158.2pp | 119.20%-123.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,827 | $6,799-58.4% | $6,426-56.0% | $5,609-49.6% |
| Admin fee / account holder | $12,849 | $10,917+17.7% | $9,284+38.4% | $10,829+18.7% |