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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 | $106,442 | $160,059-33.5% | $140,019-24.0% | $135,380-21.4% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.5%-31.2pp | 82.6%-26.4pp |
| Annual return | -3.23% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $938 | $6,420-85.4% | $5,605-83.3% | $4,779-80.4% |
| Participant deferral / active EE | $6,920 | $7,641-9.4% | $6,927-0.1% | $5,609+23.4% |
| Admin fee / account holder | $15,841 | $13,328+18.9% | $10,705+48.0% | $10,828+46.3% |