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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 | $45,392 | $138,075-67.1% | $123,552-63.3% | $135,379-66.5% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,612 | $6,800-61.6% | $6,426-59.3% | $5,609-53.4% |
| Admin fee / account holder | $2,706 | $10,917-75.2% | $9,285-70.9% | $10,828-75.0% |