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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 | $136,819 | $138,068-0.9% | $125,358+9.1% | $134,493+1.7% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.0pp |
| Annual return | -20.49% | 750.30%-770.8pp | 572.03%-592.5pp | 418.01%-438.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,762 | $7,799-64.6% | $7,447-62.9% | $6,400-56.8% |
| Admin fee / account holder | $1,107 | $11,568-90.4% | $10,007-88.9% | $11,425-90.3% |