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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 | $99,008 | $138,076-28.3% | $123,553-19.9% | $135,380-26.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.76% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,873 | $6,800-13.6% | $6,426-8.6% | $5,609+4.7% |
| Admin fee / account holder | $3,875 | $10,917-64.5% | $9,284-58.3% | $10,828-64.2% |