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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 | $84,952 | $138,102-38.5% | $125,381-32.2% | $134,532-36.9% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -14.10% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,040 | $7,801+41.5% | $7,448+48.2% | $6,401+72.5% |
| Admin fee / account holder | $23,816 | $11,568+105.9% | $10,007+138.0% | $11,429+108.4% |