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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 | $49,998 | $138,114-63.8% | $125,391-60.1% | $134,545-62.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.67% | 750.88%-765.6pp | 572.41%-587.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,454 | $7,801+8.4% | $7,448+13.5% | $6,401+32.1% |
| Admin fee / account holder | $44,612 | $11,570+285.6% | $10,009+345.7% | $11,431+290.3% |