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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 | $44,322 | $180,462-75.4% | $154,111-71.2% | $135,379-67.3% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -7.88% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,197 | $6,036-80.2% | $5,298-77.4% | $4,779-74.9% |
| Participant deferral / active EE | $3,923 | $5,806-32.4% | $5,081-22.8% | $5,609-30.1% |
| Admin fee / account holder | $3,347 | $16,145-79.3% | $13,411-75.0% | $10,828-69.1% |