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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 | $119,664 | $154,193-22.4% | $130,045-8.0% | $139,466-14.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.83% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.8pp |
| Employer contribution / active EE | $20 | $5,292-99.6% | $4,321-99.5% | $4,754-99.6% |
| Participant deferral / active EE | $2,339 | $6,709-65.1% | $5,820-59.8% | $6,712-65.1% |
| Admin fee / account holder | $16,892 | $13,989+20.7% | $10,600+59.4% | $11,409+48.1% |