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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 | $86,918 | $180,462-51.8% | $154,111-43.6% | $135,379-35.8% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -6.55% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,198 | $6,036-80.2% | $5,298-77.4% | $4,779-74.9% |
| Participant deferral / active EE | $3,903 | $5,806-32.8% | $5,081-23.2% | $5,609-30.4% |
| Admin fee / account holder | $2,309 | $16,145-85.7% | $13,411-82.8% | $10,828-78.7% |