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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 | $74,423 | $138,076-46.1% | $123,553-39.8% | $135,380-45.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.61% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,049 | $6,800-11.0% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $28,959 | $10,917+165.3% | $9,284+211.9% | $10,828+167.4% |