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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 | $165,262 | $138,114+19.7% | $125,391+31.8% | $134,545+22.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.14% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,109 | $7,801-8.9% | $7,448-4.6% | $6,401+11.1% |
| Admin fee / account holder | $2,068 | $11,570-82.1% | $10,009-79.3% | $11,431-81.9% |