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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 | $122,127 | $152,597-20.0% | $117,533+3.9% | $134,532-9.2% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -20.45% | 53.04%-73.5pp | 29.77%-50.2pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,446 | $4,821+13.0% | $4,072+33.7% | $6,401-14.9% |
| Admin fee / account holder | $306 | $7,007-95.6% | $5,647-94.6% | $11,429-97.3% |