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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 | $114,832 | $180,466-36.4% | $154,114-25.5% | $135,382-15.2% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -8.41% | 888.15%-896.6pp | 735.16%-743.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $1,233 | $6,035-79.6% | $5,298-76.7% | $4,779-74.2% |
| Participant deferral / active EE | $5,461 | $5,806-5.9% | $5,081+7.5% | $5,609-2.6% |
| Admin fee / account holder | $3,177 | $16,144-80.3% | $13,411-76.3% | $10,829-70.7% |