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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 | $107,982 | $167,504-35.5% | $151,628-28.8% | $134,509-19.7% |
| Participation rate | 64.7% | 88.4%-23.7pp | 87.5%-22.8pp | 81.2%-16.5pp |
| Annual return | -20.41% | 7.81%-28.2pp | 3.34%-23.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,573 | $8,985-15.7% | $8,363-9.4% | $6,400+18.3% |
| Admin fee / account holder | $26,467 | $13,779+92.1% | $11,613+127.9% | $11,427+131.6% |