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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 | $107,098 | $97,729+9.6% | $83,830+27.8% | $135,379-20.9% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -8.68% | 1287.52%-1296.2pp | 850.97%-859.7pp | 519.79%-528.5pp |
| Employer contribution / active EE | $464 | $4,222-89.0% | $3,631-87.2% | $4,779-90.3% |
| Participant deferral / active EE | $2,531 | $4,683-45.9% | $4,082-38.0% | $5,609-54.9% |
| Admin fee / account holder | $1,667 | $6,674-75.0% | $5,479-69.6% | $10,828-84.6% |