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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 | $114,542 | $160,059-28.4% | $140,019-18.2% | $135,382-15.4% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.5%-19.1pp | 82.6%-14.2pp |
| Annual return | -4.30% | 911.44%-915.7pp | 651.15%-655.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $815 | $6,420-87.3% | $5,605-85.5% | $4,779-82.9% |
| Participant deferral / active EE | $3,142 | $7,641-58.9% | $6,927-54.6% | $5,609-44.0% |
| Admin fee / account holder | $22,499 | $13,328+68.8% | $10,705+110.2% | $10,829+107.8% |