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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 | $49,414 | $180,459-72.6% | $154,108-67.9% | $135,380-63.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -5.92% | 888.21%-894.1pp | 735.21%-741.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $890 | $6,035-85.3% | $5,298-83.2% | $4,779-81.4% |
| Participant deferral / active EE | $2,913 | $5,806-49.8% | $5,081-42.7% | $5,609-48.1% |
| Admin fee / account holder | $446 | $16,145-97.2% | $13,411-96.7% | $10,828-95.9% |