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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 | $87,206 | $138,102-36.9% | $125,381-30.4% | $134,532-35.2% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -19.52% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $923 | $5,245-82.4% | $4,815-80.8% | $4,741-80.5% |
| Participant deferral / active EE | $4,881 | $7,801-37.4% | $7,448-34.5% | $6,401-23.7% |
| Admin fee / account holder | $18,316 | $11,568+58.3% | $10,007+83.0% | $11,429+60.3% |