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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 | $109,032 | $138,078-21.0% | $125,363-13.0% | $134,509-18.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.97% | 750.49%-766.5pp | 572.15%-588.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,386 | $7,800-18.1% | $7,447-14.3% | $6,400-0.2% |
| Admin fee / account holder | $5,813 | $11,566-49.7% | $10,005-41.9% | $11,427-49.1% |