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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 | $118,779 | $138,102-14.0% | $125,381-5.3% | $134,532-11.7% |
| Participation rate | 52.6% | 84.5%-31.9pp | 82.4%-29.7pp | 81.2%-28.6pp |
| Annual return | -14.23% | 750.73%-765.0pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,266 | $7,801-58.1% | $7,448-56.1% | $6,401-49.0% |
| Admin fee / account holder | $31,466 | $11,568+172.0% | $10,007+214.4% | $11,429+175.3% |