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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 | $111,394 | $138,078-19.3% | $125,363-11.1% | $134,509-17.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.05% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $189 | $5,245-96.4% | $4,815-96.1% | $4,741-96.0% |
| Participant deferral / active EE | $6,739 | $7,800-13.6% | $7,447-9.5% | $6,400+5.3% |
| Admin fee / account holder | $1,832 | $11,566-84.2% | $10,005-81.7% | $11,427-84.0% |