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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 | $115,102 | $160,059-28.1% | $140,019-17.8% | $135,382-15.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.04% | 911.44%-914.5pp | 651.15%-654.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $600 | $6,420-90.7% | $5,605-89.3% | $4,779-87.4% |
| Participant deferral / active EE | $8,167 | $7,641+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $1,262 | $13,328-90.5% | $10,705-88.2% | $10,829-88.3% |