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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 | $97,122 | $180,466-46.2% | $154,114-37.0% | $135,382-28.3% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -5.64% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,015 | $6,035-83.2% | $5,298-80.8% | $4,779-78.8% |
| Participant deferral / active EE | $7,400 | $5,806+27.4% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $878 | $16,144-94.6% | $13,411-93.5% | $10,829-91.9% |