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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 | $40,750 | $138,072-70.5% | $123,549-67.0% | $135,382-69.9% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -6.60% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,753 | $6,799-59.5% | $6,426-57.2% | $5,609-50.9% |
| Admin fee / account holder | $22,819 | $10,917+109.0% | $9,284+145.8% | $10,829+110.7% |