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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 | $40,051 | $180,462-77.8% | $154,111-74.0% | $135,379-70.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -6.53% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $988 | $6,036-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $2,148 | $5,806-63.0% | $5,081-57.7% | $5,609-61.7% |
| Admin fee / account holder | $2,638 | $16,145-83.7% | $13,411-80.3% | $10,828-75.6% |