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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 | $141,440 | $138,102+2.4% | $125,381+12.8% | $134,532+5.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.69% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,411 | $7,801-30.6% | $7,448-27.4% | $6,401-15.5% |
| Admin fee / account holder | $998 | $11,568-91.4% | $10,007-90.0% | $11,429-91.3% |