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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 | $76,980 | $138,075-44.2% | $123,552-37.7% | $135,379-43.1% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -3.10% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,530 | $6,800+54.9% | $6,426+63.9% | $5,609+87.7% |
| Admin fee / account holder | $20,257 | $10,917+85.6% | $9,285+118.2% | $10,828+87.1% |