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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 | $106,820 | $138,114-22.7% | $125,391-14.8% | $134,545-20.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -0.59% | 750.88%-751.5pp | 572.41%-573.0pp | 418.37%-419.0pp |
| Employer contribution / active EE | $372 | $5,246-92.9% | $4,816-92.3% | $4,742-92.2% |
| Participant deferral / active EE | $5,720 | $7,801-26.7% | $7,448-23.2% | $6,401-10.6% |
| Admin fee / account holder | $565 | $11,570-95.1% | $10,009-94.4% | $11,431-95.1% |