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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 | $89,078 | $138,078-35.5% | $125,363-28.9% | $134,509-33.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.79% | 750.49%-765.3pp | 572.15%-586.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $727 | $5,245-86.1% | $4,815-84.9% | $4,741-84.7% |
| Participant deferral / active EE | $5,379 | $7,800-31.0% | $7,447-27.8% | $6,400-16.0% |
| Admin fee / account holder | $3,852 | $11,566-66.7% | $10,005-61.5% | $11,427-66.3% |