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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 | $45,218 | $180,466-74.9% | $154,114-70.7% | $135,382-66.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.69% | 888.15%-893.8pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,008 | $5,806-13.7% | $5,081-1.4% | $5,609-10.7% |
| Admin fee / account holder | $416 | $16,144-97.4% | $13,411-96.9% | $10,829-96.2% |