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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 | $90,570 | $138,075-34.4% | $123,552-26.7% | $135,379-33.1% |
| Participation rate | 15.4% | 84.7%-69.4pp | 82.3%-66.9pp | 82.6%-67.3pp |
| Annual return | -4.80% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $585 | $5,152-88.7% | $4,628-87.4% | $4,779-87.8% |
| Participant deferral / active EE | $2,846 | $6,800-58.1% | $6,426-55.7% | $5,609-49.3% |
| Admin fee / account holder | $465 | $10,917-95.7% | $9,285-95.0% | $10,828-95.7% |