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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 | $197,378 | $138,102+42.9% | $125,381+57.4% | $134,532+46.7% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -16.39% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,092 | $7,801-60.4% | $7,448-58.5% | $6,401-51.7% |
| Admin fee / account holder | $1,748 | $11,568-84.9% | $10,007-82.5% | $11,429-84.7% |