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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 | $42,717 | $138,076-69.1% | $123,553-65.4% | $135,380-68.4% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.91% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3 | $5,152-99.9% | $4,628-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $10,205 | $6,800+50.1% | $6,426+58.8% | $5,609+81.9% |
| Admin fee / account holder | $3,176 | $10,917-70.9% | $9,284-65.8% | $10,828-70.7% |