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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 | $86,018 | $160,059-46.3% | $140,019-38.6% | $135,380-36.5% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.5%-34.2pp | 82.6%-29.3pp |
| Annual return | -5.18% | 911.48%-916.7pp | 651.17%-656.3pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,163 | $6,420-81.9% | $5,605-79.2% | $4,779-75.7% |
| Participant deferral / active EE | $3,207 | $7,641-58.0% | $6,927-53.7% | $5,609-42.8% |
| Admin fee / account holder | $25,727 | $13,328+93.0% | $10,705+140.3% | $10,828+137.6% |