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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 | $113,743 | $138,072-17.6% | $123,549-7.9% | $135,382-16.0% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -5.39% | 153.69%-159.1pp | 119.20%-124.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,099 | $6,799-54.4% | $6,426-51.8% | $5,609-44.7% |
| Admin fee / account holder | $3,479 | $10,917-68.1% | $9,284-62.5% | $10,829-67.9% |