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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 | $132,872 | $180,462-26.4% | $154,111-13.8% | $135,379-1.9% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -6.75% | 888.17%-894.9pp | 735.18%-741.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,081 | $6,036-82.1% | $5,298-79.6% | $4,779-77.4% |
| Participant deferral / active EE | $5,888 | $5,806+1.4% | $5,081+15.9% | $5,609+5.0% |
| Admin fee / account holder | $18,996 | $16,145+17.7% | $13,411+41.6% | $10,828+75.4% |