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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 | $133,604 | $138,072-3.2% | $123,549+8.1% | $135,382-1.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.58% | 153.69%-156.3pp | 119.20%-121.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,930 | $6,799-27.5% | $6,426-23.3% | $5,609-12.1% |
| Admin fee / account holder | $122,697 | $10,917+1023.9% | $9,284+1221.5% | $10,829+1033.1% |