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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 | $52,862 | $160,059-67.0% | $140,019-62.2% | $135,379-61.0% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -6.01% | 911.44%-917.5pp | 651.15%-657.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $946 | $6,420-85.3% | $5,605-83.1% | $4,779-80.2% |
| Participant deferral / active EE | $3,993 | $7,641-47.7% | $6,927-42.4% | $5,609-28.8% |
| Admin fee / account holder | $11,737 | $13,328-11.9% | $10,705+9.6% | $10,828+8.4% |