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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 | $68,027 | $138,076-50.7% | $123,553-44.9% | $135,380-49.8% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -4.37% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,566 | $6,800+70.1% | $6,426+80.0% | $5,609+106.2% |
| Admin fee / account holder | $2,259 | $10,917-79.3% | $9,284-75.7% | $10,828-79.1% |