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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 | $70,965 | $180,466-60.7% | $154,114-54.0% | $135,382-47.6% |
| Participation rate | 65.0% | 87.4%-22.4pp | 83.0%-18.0pp | 82.6%-17.6pp |
| Annual return | -7.95% | 888.15%-896.1pp | 735.16%-743.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $376 | $6,035-93.8% | $5,298-92.9% | $4,779-92.1% |
| Participant deferral / active EE | $2,138 | $5,806-63.2% | $5,081-57.9% | $5,609-61.9% |
| Admin fee / account holder | $10,894 | $16,144-32.5% | $13,411-18.8% | $10,829+0.6% |