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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 | $97,908 | $180,466-45.7% | $154,114-36.5% | $135,382-27.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -7.61% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $660 | $6,035-89.1% | $5,298-87.5% | $4,779-86.2% |
| Participant deferral / active EE | $2,754 | $5,806-52.6% | $5,081-45.8% | $5,609-50.9% |
| Admin fee / account holder | $10,727 | $16,144-33.6% | $13,411-20.0% | $10,829-0.9% |