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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 | $66,373 | $138,078-51.9% | $125,363-47.1% | $134,509-50.7% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -16.17% | 750.49%-766.7pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,366 | $7,800-56.8% | $7,447-54.8% | $6,400-47.4% |
| Admin fee / account holder | $10,045 | $11,566-13.1% | $10,005+0.4% | $11,427-12.1% |