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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 | $135,003 | $180,466-25.2% | $154,114-12.4% | $135,382-0.3% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -2.32% | 888.15%-890.5pp | 735.16%-737.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,824 | $5,806+0.3% | $5,081+14.6% | $5,609+3.8% |
| Admin fee / account holder | $3,154 | $16,144-80.5% | $13,411-76.5% | $10,829-70.9% |