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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 | $92,062 | $180,462-49.0% | $154,111-40.3% | $135,379-32.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -7.46% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,191 | $6,036-80.3% | $5,298-77.5% | $4,779-75.1% |
| Participant deferral / active EE | $4,027 | $5,806-30.6% | $5,081-20.7% | $5,609-28.2% |
| Admin fee / account holder | $4,181 | $16,145-74.1% | $13,411-68.8% | $10,828-61.4% |