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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 | $63,191 | $138,075-54.2% | $123,552-48.9% | $135,379-53.3% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -3.38% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $350 | $5,152-93.2% | $4,628-92.4% | $4,779-92.7% |
| Participant deferral / active EE | $4,443 | $6,800-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $65,637 | $10,917+501.2% | $9,285+606.9% | $10,828+506.2% |