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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 | $79,751 | $138,076-42.2% | $123,553-35.5% | $135,380-41.1% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $13 | $5,152-99.8% | $4,628-99.7% | $4,779-99.7% |
| Participant deferral / active EE | $10,050 | $6,800+47.8% | $6,426+56.4% | $5,609+79.2% |
| Admin fee / account holder | $13,461 | $10,917+23.3% | $9,284+45.0% | $10,828+24.3% |