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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 | $130,977 | $160,059-18.2% | $140,019-6.5% | $135,380-3.3% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -4.63% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,375 | $7,641-55.8% | $6,927-51.3% | $5,609-39.8% |
| Admin fee / account holder | $938 | $13,328-93.0% | $10,705-91.2% | $10,828-91.3% |