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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 | $163,386 | $138,102+18.3% | $125,381+30.3% | $134,532+21.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.40% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,570 | $7,801+22.7% | $7,448+28.5% | $6,401+49.5% |
| Admin fee / account holder | $829 | $11,568-92.8% | $10,007-91.7% | $11,429-92.8% |