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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 | $111,172 | $138,114-19.5% | $125,391-11.3% | $134,545-17.4% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -18.07% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,254 | $7,801-45.5% | $7,448-42.9% | $6,401-33.5% |
| Admin fee / account holder | $3,640 | $11,570-68.5% | $10,009-63.6% | $11,431-68.2% |