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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 | $59,335 | $160,059-62.9% | $140,019-57.6% | $135,382-56.2% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.5%-17.9pp | 82.6%-13.1pp |
| Annual return | -6.38% | 911.44%-917.8pp | 651.15%-657.5pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,077 | $7,641+45.0% | $6,927+59.9% | $5,609+97.5% |
| Admin fee / account holder | $13,830 | $13,328+3.8% | $10,705+29.2% | $10,829+27.7% |