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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 | $59,070 | $180,459-67.3% | $154,108-61.7% | $135,380-56.4% |
| Participation rate | 52.6% | 87.4%-34.8pp | 83.0%-30.4pp | 82.6%-30.0pp |
| Annual return | -8.31% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $873 | $6,035-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $4,045 | $5,806-30.3% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $2,180 | $16,145-86.5% | $13,411-83.7% | $10,828-79.9% |