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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 | $33,972 | $180,466-81.2% | $154,114-78.0% | $135,382-74.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.20% | 888.15%-893.4pp | 735.16%-740.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,097 | $6,035-81.8% | $5,298-79.3% | $4,779-77.1% |
| Participant deferral / active EE | $4,147 | $5,806-28.6% | $5,081-18.4% | $5,609-26.1% |
| Admin fee / account holder | $4,030 | $16,144-75.0% | $13,411-69.9% | $10,829-62.8% |