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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 | $179,875 | $138,102+30.2% | $125,381+43.5% | $134,532+33.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.72% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,583 | $7,801+74.1% | $7,448+82.4% | $6,401+112.2% |
| Admin fee / account holder | $4,388 | $11,568-62.1% | $10,007-56.2% | $11,429-61.6% |