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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 | $94,922 | $138,072-31.3% | $123,549-23.2% | $135,382-29.9% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.06% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,427 | $6,799-64.3% | $6,426-62.2% | $5,609-56.7% |
| Admin fee / account holder | $9,527 | $10,917-12.7% | $9,284+2.6% | $10,829-12.0% |