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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 | $111,375 | $138,114-19.4% | $125,391-11.2% | $134,545-17.2% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -18.92% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,667 | $7,801-40.2% | $7,448-37.3% | $6,401-27.1% |
| Admin fee / account holder | $430 | $11,570-96.3% | $10,009-95.7% | $11,431-96.2% |