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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 | $61,196 | $138,102-55.7% | $125,381-51.2% | $134,532-54.5% |
| Participation rate | 47.8% | 84.5%-36.7pp | 82.4%-34.6pp | 81.2%-33.4pp |
| Annual return | -20.01% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $755 | $5,245-85.6% | $4,815-84.3% | $4,741-84.1% |
| Participant deferral / active EE | $6,673 | $7,801-14.5% | $7,448-10.4% | $6,401+4.2% |
| Admin fee / account holder | $482 | $11,568-95.8% | $10,007-95.2% | $11,429-95.8% |