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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 | $34,706 | $138,076-74.9% | $123,553-71.9% | $135,380-74.4% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -2.29% | 153.70%-156.0pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,469 | $6,800-4.9% | $6,426+0.7% | $5,609+15.3% |
| Admin fee / account holder | $32,327 | $10,917+196.1% | $9,284+248.2% | $10,828+198.5% |