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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 | $74,717 | $197,819-62.2% | $155,789-52.0% | $125,389-40.4% |
| Participation rate | 38.1% | 82.1%-44.0pp | 76.1%-38.0pp | 83.2%-45.1pp |
| Annual return | -0.66% | 86.73%-87.4pp | 71.54%-72.2pp | 282.24%-282.9pp |
| Employer contribution / active EE | $163 | $4,850-96.6% | $3,839-95.7% | $4,866-96.6% |
| Participant deferral / active EE | $2,587 | $5,631-54.1% | $4,798-46.1% | $5,352-51.7% |
| Admin fee / account holder | $33,917 | $9,544+255.4% | $7,477+353.6% | $9,541+255.5% |