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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 | $156,956 | $180,459-13.0% | $154,108+1.8% | $135,380+15.9% |
| Participation rate | 22.7% | 87.4%-64.7pp | 83.0%-60.3pp | 82.6%-59.9pp |
| Annual return | -6.27% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,286 | $5,806-60.6% | $5,081-55.0% | $5,609-59.2% |
| Admin fee / account holder | $535 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |