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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 | $35,363 | $138,076-74.4% | $123,553-71.4% | $135,380-73.9% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -9.15% | 153.70%-162.8pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $754 | $5,152-85.4% | $4,628-83.7% | $4,779-84.2% |
| Participant deferral / active EE | $2,657 | $6,800-60.9% | $6,426-58.7% | $5,609-52.6% |
| Admin fee / account holder | $4,102 | $10,917-62.4% | $9,284-55.8% | $10,828-62.1% |