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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 | $36,720 | $138,114-73.4% | $125,391-70.7% | $134,545-72.7% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | -17.85% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $375 | $5,246-92.8% | $4,816-92.2% | $4,742-92.1% |
| Participant deferral / active EE | $3,285 | $7,801-57.9% | $7,448-55.9% | $6,401-48.7% |
| Admin fee / account holder | $1,999 | $11,570-82.7% | $10,009-80.0% | $11,431-82.5% |