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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 | $69,078 | $190,879-63.8% | $160,009-56.8% | $134,532-48.7% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -9.62% | 552.63%-562.2pp | 408.85%-418.5pp | 418.27%-427.9pp |
| Employer contribution / active EE | $345 | $4,995-93.1% | $4,225-91.8% | $4,741-92.7% |
| Participant deferral / active EE | $4,784 | $6,924-30.9% | $6,183-22.6% | $6,401-25.3% |
| Admin fee / account holder | $997 | $10,495-90.5% | $8,715-88.6% | $11,429-91.3% |