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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 | $101,584 | $160,059-36.5% | $140,019-27.4% | $135,380-25.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.06% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,012 | $6,420-84.2% | $5,605-81.9% | $4,779-78.8% |
| Participant deferral / active EE | $2,814 | $7,641-63.2% | $6,927-59.4% | $5,609-49.8% |
| Admin fee / account holder | $17,060 | $13,328+28.0% | $10,705+59.4% | $10,828+57.6% |