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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 | $132,208 | $138,114-4.3% | $125,391+5.4% | $134,545-1.7% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -18.94% | 750.88%-769.8pp | 572.41%-591.4pp | 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 | $14,135 | $7,801+81.2% | $7,448+89.8% | $6,401+120.8% |
| Admin fee / account holder | $1,530 | $11,570-86.8% | $10,009-84.7% | $11,431-86.6% |