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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 | $132,479 | $160,059-17.2% | $140,019-5.4% | $135,380-2.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -2.86% | 911.48%-914.3pp | 651.17%-654.0pp | 519.81%-522.7pp |
| Employer contribution / active EE | $433 | $6,420-93.2% | $5,605-92.3% | $4,779-90.9% |
| Participant deferral / active EE | $3,596 | $7,641-52.9% | $6,927-48.1% | $5,609-35.9% |
| Admin fee / account holder | $12,192 | $13,328-8.5% | $10,705+13.9% | $10,828+12.6% |