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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 | $53,110 | $138,075-61.5% | $123,552-57.0% | $135,379-60.8% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -9.16% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $893 | $5,152-82.7% | $4,628-80.7% | $4,779-81.3% |
| Participant deferral / active EE | $3,104 | $6,800-54.3% | $6,426-51.7% | $5,609-44.7% |
| Admin fee / account holder | $495 | $10,917-95.5% | $9,285-94.7% | $10,828-95.4% |