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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 | $76,667 | $160,059-52.1% | $140,019-45.2% | $135,380-43.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.05% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.9pp |
| Employer contribution / active EE | $868 | $6,420-86.5% | $5,605-84.5% | $4,779-81.8% |
| Participant deferral / active EE | $4,599 | $7,641-39.8% | $6,927-33.6% | $5,609-18.0% |
| Admin fee / account holder | $384 | $13,328-97.1% | $10,705-96.4% | $10,828-96.5% |