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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 | $41,449 | $180,466-77.0% | $154,114-73.1% | $135,382-69.4% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -7.04% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $786 | $6,035-87.0% | $5,298-85.2% | $4,779-83.5% |
| Participant deferral / active EE | $5,533 | $5,806-4.7% | $5,081+8.9% | $5,609-1.3% |
| Admin fee / account holder | $3,590 | $16,144-77.8% | $13,411-73.2% | $10,829-66.8% |