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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 | $95,990 | $160,059-40.0% | $140,019-31.4% | $135,382-29.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.31% | 911.44%-917.8pp | 651.15%-657.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,141 | $6,420-82.2% | $5,605-79.6% | $4,779-76.1% |
| Participant deferral / active EE | $5,367 | $7,641-29.8% | $6,927-22.5% | $5,609-4.3% |
| Admin fee / account holder | $474 | $13,328-96.4% | $10,705-95.6% | $10,829-95.6% |