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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 | $60,157 | $160,059-62.4% | $140,019-57.0% | $135,382-55.6% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -7.59% | 911.44%-919.0pp | 651.15%-658.7pp | 519.77%-527.4pp |
| Employer contribution / active EE | $156 | $6,420-97.6% | $5,605-97.2% | $4,779-96.7% |
| Participant deferral / active EE | $4,367 | $7,641-42.8% | $6,927-37.0% | $5,609-22.1% |
| Admin fee / account holder | $6,349 | $13,328-52.4% | $10,705-40.7% | $10,829-41.4% |