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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 | $153,350 | $138,078+11.1% | $125,363+22.3% | $134,509+14.0% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -17.09% | 750.49%-767.6pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,957 | $7,800-36.4% | $7,447-33.4% | $6,400-22.6% |
| Admin fee / account holder | $4,498 | $11,566-61.1% | $10,005-55.0% | $11,427-60.6% |