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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 | $58,816 | $180,462-67.4% | $154,111-61.8% | $135,379-56.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -4.26% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $833 | $6,036-86.2% | $5,298-84.3% | $4,779-82.6% |
| Participant deferral / active EE | $3,956 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $1,707 | $16,145-89.4% | $13,411-87.3% | $10,828-84.2% |