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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 | $73,599 | $135,645-45.7% | $110,243-33.2% | $135,380-45.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -6.88% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $661 | $4,907-86.5% | $3,827-82.7% | $4,779-86.2% |
| Participant deferral / active EE | $7,369 | $5,507+33.8% | $4,672+57.7% | $5,609+31.4% |
| Admin fee / account holder | $17,535 | $11,458+53.0% | $8,548+105.1% | $10,828+61.9% |