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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 | $41,205 | $180,459-77.2% | $154,108-73.3% | $135,380-69.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.05% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,120 | $6,035-81.4% | $5,298-78.9% | $4,779-76.6% |
| Participant deferral / active EE | $4,515 | $5,806-22.2% | $5,081-11.1% | $5,609-19.5% |
| Admin fee / account holder | $1,263 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |