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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 | $128,825 | $138,102-6.7% | $125,381+2.7% | $134,532-4.2% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -9.72% | 750.73%-760.4pp | 572.31%-582.0pp | 418.27%-428.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,696 | $7,801-39.8% | $7,448-36.9% | $6,401-26.6% |
| Admin fee / account holder | $1,991 | $11,568-82.8% | $10,007-80.1% | $11,429-82.6% |