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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 | $56,112 | $180,462-68.9% | $154,111-63.6% | $135,379-58.6% |
| Participation rate | 47.8% | 87.4%-39.6pp | 83.0%-35.2pp | 82.6%-34.8pp |
| Annual return | -6.50% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $916 | $6,036-84.8% | $5,298-82.7% | $4,779-80.8% |
| Participant deferral / active EE | $2,122 | $5,806-63.4% | $5,081-58.2% | $5,609-62.2% |
| Admin fee / account holder | $3,953 | $16,145-75.5% | $13,411-70.5% | $10,828-63.5% |