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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 | $83,550 | $138,075-39.5% | $123,552-32.4% | $135,379-38.3% |
| Participation rate | 47.8% | 84.7%-36.9pp | 82.3%-34.5pp | 82.6%-34.8pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,103 | $6,800-54.4% | $6,426-51.7% | $5,609-44.7% |
| Admin fee / account holder | $1,891 | $10,917-82.7% | $9,285-79.6% | $10,828-82.5% |