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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 | $106,853 | $180,459-40.8% | $154,108-30.7% | $135,380-21.1% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | -5.89% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $817 | $6,035-86.5% | $5,298-84.6% | $4,779-82.9% |
| Participant deferral / active EE | $5,060 | $5,806-12.9% | $5,081-0.4% | $5,609-9.8% |
| Admin fee / account holder | $1,437 | $16,145-91.1% | $13,411-89.3% | $10,828-86.7% |