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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 | $174,523 | $138,102+26.4% | $125,381+39.2% | $134,532+29.7% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -4.91% | 750.73%-755.6pp | 572.31%-577.2pp | 418.27%-423.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,322 | $7,801-19.0% | $7,448-15.1% | $6,401-1.2% |
| Admin fee / account holder | $682 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |