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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 | $28,446 | $138,078-79.4% | $125,363-77.3% | $134,509-78.9% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -19.20% | 750.49%-769.7pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $459 | $5,245-91.2% | $4,815-90.5% | $4,741-90.3% |
| Participant deferral / active EE | $4,592 | $7,800-41.1% | $7,447-38.3% | $6,400-28.3% |
| Admin fee / account holder | $464 | $11,566-96.0% | $10,005-95.4% | $11,427-95.9% |