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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 | $66,852 | $138,076-51.6% | $123,553-45.9% | $135,380-50.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.51% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $142 | $5,152-97.2% | $4,628-96.9% | $4,779-97.0% |
| Participant deferral / active EE | $2,855 | $6,800-58.0% | $6,426-55.6% | $5,609-49.1% |
| Admin fee / account holder | $1,327 | $10,917-87.8% | $9,284-85.7% | $10,828-87.7% |