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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 | $74,657 | $138,078-45.9% | $125,363-40.4% | $134,509-44.5% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | -17.89% | 750.49%-768.4pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,893 | $7,800-24.4% | $7,447-20.9% | $6,400-7.9% |
| Admin fee / account holder | $2,138 | $11,566-81.5% | $10,005-78.6% | $11,427-81.3% |