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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 | $104,513 | $135,645-23.0% | $110,243-5.2% | $135,380-22.8% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -4.30% | 513.24%-517.5pp | 314.76%-319.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $634 | $4,907-87.1% | $3,827-83.4% | $4,779-86.7% |
| Participant deferral / active EE | $5,837 | $5,507+6.0% | $4,672+24.9% | $5,609+4.1% |
| Admin fee / account holder | $12,983 | $11,458+13.3% | $8,548+51.9% | $10,828+19.9% |