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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 | $90,395 | $138,102-34.5% | $125,381-27.9% | $134,532-32.8% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -18.89% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $695 | $5,245-86.7% | $4,815-85.6% | $4,741-85.3% |
| Participant deferral / active EE | $2,701 | $7,801-65.4% | $7,448-63.7% | $6,401-57.8% |
| Admin fee / account holder | $14,790 | $11,568+27.9% | $10,007+47.8% | $11,429+29.4% |