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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 | $63,767 | $138,102-53.8% | $125,381-49.1% | $134,532-52.6% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -13.61% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $357 | $5,245-93.2% | $4,815-92.6% | $4,741-92.5% |
| Participant deferral / active EE | $3,417 | $7,801-56.2% | $7,448-54.1% | $6,401-46.6% |
| Admin fee / account holder | $1,696 | $11,568-85.3% | $10,007-83.1% | $11,429-85.2% |