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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 | $90,088 | $138,102-34.8% | $125,381-28.1% | $134,532-33.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -15.32% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,107 | $7,801-47.4% | $7,448-44.9% | $6,401-35.8% |
| Admin fee / account holder | $27,282 | $11,568+135.8% | $10,007+172.6% | $11,429+138.7% |