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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 | $46,693 | $138,076-66.2% | $123,553-62.2% | $135,380-65.5% |
| Participation rate | 7.1% | 84.7%-77.6pp | 82.3%-75.2pp | 82.6%-75.5pp |
| Annual return | -1.69% | 153.70%-155.4pp | 119.21%-120.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,964 | $6,800-56.4% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $72,049 | $10,917+560.0% | $9,284+676.0% | $10,828+565.4% |