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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 | $56,724 | $138,072-58.9% | $123,549-54.1% | $135,382-58.1% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -4.82% | 153.69%-158.5pp | 119.20%-124.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,770 | $6,799-29.8% | $6,426-25.8% | $5,609-15.0% |
| Admin fee / account holder | $1,600 | $10,917-85.3% | $9,284-82.8% | $10,829-85.2% |