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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 | $150,072 | $138,102+8.7% | $125,381+19.7% | $134,532+11.6% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -17.63% | 750.73%-768.4pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,432 | $7,801-4.7% | $7,448-0.2% | $6,401+16.1% |
| Admin fee / account holder | $3,151 | $11,568-72.8% | $10,007-68.5% | $11,429-72.4% |