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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 | $102,769 | $138,102-25.6% | $125,381-18.0% | $134,532-23.6% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -14.38% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $45 | $5,245-99.1% | $4,815-99.1% | $4,741-99.1% |
| Participant deferral / active EE | $4,916 | $7,801-37.0% | $7,448-34.0% | $6,401-23.2% |
| Admin fee / account holder | $7,973 | $11,568-31.1% | $10,007-20.3% | $11,429-30.2% |