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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 | $86,915 | $180,459-51.8% | $154,108-43.6% | $135,380-35.8% |
| Participation rate | 53.3% | 87.4%-34.1pp | 83.0%-29.7pp | 82.6%-29.3pp |
| Annual return | -7.85% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,356 | $5,806+9.5% | $5,081+25.1% | $5,609+13.3% |
| Admin fee / account holder | $2,257 | $16,145-86.0% | $13,411-83.2% | $10,828-79.2% |