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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 | $58,614 | $138,076-57.5% | $123,553-52.6% | $135,380-56.7% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -7.68% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,677 | $6,800-31.2% | $6,426-27.2% | $5,609-16.6% |
| Admin fee / account holder | $406 | $10,917-96.3% | $9,284-95.6% | $10,828-96.3% |