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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 | $172,033 | $138,068+24.6% | $125,358+37.2% | $134,493+27.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.87% | 750.30%-768.2pp | 572.03%-589.9pp | 418.01%-435.9pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $5,254 | $11,568-54.6% | $10,007-47.5% | $11,425-54.0% |