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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 | $82,510 | $138,075-40.2% | $123,552-33.2% | $135,379-39.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $557 | $5,152-89.2% | $4,628-88.0% | $4,779-88.3% |
| Participant deferral / active EE | $2,967 | $6,800-56.4% | $6,426-53.8% | $5,609-47.1% |
| Admin fee / account holder | $22,237 | $10,917+103.7% | $9,285+139.5% | $10,828+105.4% |