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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 | $106,789 | $138,075-22.7% | $123,552-13.6% | $135,379-21.1% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -3.62% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $857 | $5,152-83.4% | $4,628-81.5% | $4,779-82.1% |
| Participant deferral / active EE | $7,076 | $6,800+4.1% | $6,426+10.1% | $5,609+26.2% |
| Admin fee / account holder | $3,502 | $10,917-67.9% | $9,285-62.3% | $10,828-67.7% |