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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 | $93,879 | $97,729-3.9% | $83,830+12.0% | $135,379-30.7% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -3.65% | 1287.52%-1291.2pp | 850.97%-854.6pp | 519.79%-523.4pp |
| Employer contribution / active EE | $338 | $4,222-92.0% | $3,631-90.7% | $4,779-92.9% |
| Participant deferral / active EE | $2,650 | $4,683-43.4% | $4,082-35.1% | $5,609-52.8% |
| Admin fee / account holder | $1,175 | $6,674-82.4% | $5,479-78.6% | $10,828-89.1% |