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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 | $167,594 | $138,078+21.4% | $125,363+33.7% | $134,509+24.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.46% | 750.49%-765.0pp | 572.15%-586.6pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,481 | $7,800-16.9% | $7,447-13.0% | $6,400+1.3% |
| Admin fee / account holder | $1,194 | $11,566-89.7% | $10,005-88.1% | $11,427-89.6% |