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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 | $98,831 | $138,075-28.4% | $123,552-20.0% | $135,379-27.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,071 | $6,800+92.2% | $6,426+103.4% | $5,609+133.0% |
| Admin fee / account holder | $18,616 | $10,917+70.5% | $9,285+100.5% | $10,828+71.9% |