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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 | $57,937 | $138,076-58.0% | $123,553-53.1% | $135,380-57.2% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,883 | $6,800-57.6% | $6,426-55.1% | $5,609-48.6% |
| Admin fee / account holder | $29,401 | $10,917+169.3% | $9,284+216.7% | $10,828+171.5% |