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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 | $84,610 | $138,075-38.7% | $123,552-31.5% | $135,379-37.5% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -3.70% | 153.70%-157.4pp | 119.20%-122.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,346 | $6,800-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $1,580 | $10,917-85.5% | $9,285-83.0% | $10,828-85.4% |