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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 | $90,020 | $211,946-57.5% | $169,452-46.9% | $135,379-33.5% |
| Participation rate | 13.3% | 82.6%-69.3pp | 77.8%-64.4pp | 82.6%-69.3pp |
| Annual return | -4.72% | 3.26%-8.0pp | 1.83%-6.5pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,388 | $6,075-77.1% | $5,277-73.7% | $5,609-75.2% |
| Admin fee / account holder | $34,306 | $11,472+199.0% | $9,110+276.6% | $10,828+216.8% |