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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 | $50,277 | $138,076-63.6% | $123,553-59.3% | $135,380-62.9% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -5.05% | 153.70%-158.7pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,252 | $6,800-8.1% | $6,426-2.7% | $5,609+11.5% |
| Admin fee / account holder | $7,908 | $10,917-27.6% | $9,284-14.8% | $10,828-27.0% |