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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 | $111,057 | $138,102-19.6% | $125,381-11.4% | $134,532-17.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.97% | 750.73%-765.7pp | 572.31%-587.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,903 | $7,801-24.3% | $7,448-20.7% | $6,401-7.8% |
| Admin fee / account holder | $25,426 | $11,568+119.8% | $10,007+154.1% | $11,429+122.5% |