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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 | $84,784 | $138,075-38.6% | $123,552-31.4% | $135,379-37.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -2.73% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,186 | $6,800-38.4% | $6,426-34.9% | $5,609-25.4% |
| Admin fee / account holder | $19,950 | $10,917+82.7% | $9,285+114.9% | $10,828+84.2% |