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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 | $72,610 | $138,102-47.4% | $125,381-42.1% | $134,532-46.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.27% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $477 | $5,245-90.9% | $4,815-90.1% | $4,741-89.9% |
| Participant deferral / active EE | $4,622 | $7,801-40.7% | $7,448-37.9% | $6,401-27.8% |
| Admin fee / account holder | $613 | $11,568-94.7% | $10,007-93.9% | $11,429-94.6% |