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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 | $67,603 | $138,075-51.0% | $123,552-45.3% | $135,379-50.1% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -5.80% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,817 | $6,800-14.4% | $6,426-9.5% | $5,609+3.7% |
| Admin fee / account holder | $3,643 | $10,917-66.6% | $9,285-60.8% | $10,828-66.4% |