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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 | $102,966 | $180,462-42.9% | $154,111-33.2% | $135,379-23.9% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -6.88% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,215 | $6,036-79.9% | $5,298-77.1% | $4,779-74.6% |
| Participant deferral / active EE | $2,245 | $5,806-61.3% | $5,081-55.8% | $5,609-60.0% |
| Admin fee / account holder | $792 | $16,145-95.1% | $13,411-94.1% | $10,828-92.7% |