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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 | $68,466 | $138,076-50.4% | $123,553-44.6% | $135,380-49.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.66% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,345 | $6,800-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $36,300 | $10,917+232.5% | $9,284+291.0% | $10,828+235.2% |