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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 | $76,662 | $138,102-44.5% | $125,381-38.9% | $134,532-43.0% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -11.96% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.2pp |
| Employer contribution / active EE | $466 | $5,245-91.1% | $4,815-90.3% | $4,741-90.2% |
| Participant deferral / active EE | $2,880 | $7,801-63.1% | $7,448-61.3% | $6,401-55.0% |
| Admin fee / account holder | $1,233 | $11,568-89.3% | $10,007-87.7% | $11,429-89.2% |