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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 | $93,287 | $138,076-32.4% | $123,553-24.5% | $135,380-31.1% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -4.01% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $45 | $5,152-99.1% | $4,628-99.0% | $4,779-99.1% |
| Participant deferral / active EE | $10,181 | $6,800+49.7% | $6,426+58.4% | $5,609+81.5% |
| Admin fee / account holder | $31,357 | $10,917+187.2% | $9,284+237.7% | $10,828+189.6% |