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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 | $97,858 | $138,076-29.1% | $123,553-20.8% | $135,380-27.7% |
| Participation rate | 42.1% | 84.7%-42.6pp | 82.3%-40.2pp | 82.6%-40.5pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $872 | $5,152-83.1% | $4,628-81.2% | $4,779-81.8% |
| Participant deferral / active EE | $2,988 | $6,800-56.1% | $6,426-53.5% | $5,609-46.7% |
| Admin fee / account holder | $1,200 | $10,917-89.0% | $9,284-87.1% | $10,828-88.9% |