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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 | $71,742 | $97,732-26.6% | $83,831-14.4% | $135,380-47.0% |
| Participation rate | 42.1% | 80.0%-37.8pp | 76.1%-34.0pp | 82.6%-40.5pp |
| Annual return | -7.79% | 1287.56%-1295.3pp | 850.99%-858.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $595 | $4,222-85.9% | $3,631-83.6% | $4,779-87.6% |
| Participant deferral / active EE | $2,825 | $4,683-39.7% | $4,082-30.8% | $5,609-49.6% |
| Admin fee / account holder | $5,618 | $6,675-15.8% | $5,479+2.5% | $10,828-48.1% |