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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 | $87,033 | $160,059-45.6% | $140,019-37.8% | $135,380-35.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -5.04% | 911.48%-916.5pp | 651.17%-656.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,208 | $6,420-81.2% | $5,605-78.5% | $4,779-74.7% |
| Participant deferral / active EE | $9,313 | $7,641+21.9% | $6,927+34.5% | $5,609+66.0% |
| Admin fee / account holder | $1,024 | $13,328-92.3% | $10,705-90.4% | $10,828-90.5% |