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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 | $124,750 | $138,078-9.7% | $125,363-0.5% | $134,509-7.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.53% | 750.49%-770.0pp | 572.15%-591.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,522 | $7,800-42.0% | $7,447-39.3% | $6,400-29.4% |
| Admin fee / account holder | $804 | $11,566-93.0% | $10,005-92.0% | $11,427-93.0% |