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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 | $80,070 | $135,645-41.0% | $110,243-27.4% | $135,380-40.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -5.31% | 513.24%-518.5pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $295 | $4,907-94.0% | $3,827-92.3% | $4,779-93.8% |
| Participant deferral / active EE | $1,943 | $5,507-64.7% | $4,672-58.4% | $5,609-65.4% |
| Admin fee / account holder | $6,457 | $11,458-43.6% | $8,548-24.5% | $10,828-40.4% |