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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 | $153,739 | $160,059-3.9% | $140,019+9.8% | $135,380+13.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -8.14% | 911.48%-919.6pp | 651.17%-659.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,403 | $7,641-55.5% | $6,927-50.9% | $5,609-39.3% |
| Admin fee / account holder | $18,442 | $13,328+38.4% | $10,705+72.3% | $10,828+70.3% |