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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 | $74,830 | $180,466-58.5% | $154,114-51.4% | $135,382-44.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -5.52% | 888.15%-893.7pp | 735.16%-740.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $1,036 | $6,035-82.8% | $5,298-80.5% | $4,779-78.3% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $3,090 | $16,144-80.9% | $13,411-77.0% | $10,829-71.5% |