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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 | $73,326 | $138,114-46.9% | $125,391-41.5% | $134,545-45.5% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -17.03% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,808 | $7,801-38.4% | $7,448-35.4% | $6,401-24.9% |
| Admin fee / account holder | $16,099 | $11,570+39.1% | $10,009+60.8% | $11,431+40.8% |