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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 | $46,220 | $138,102-66.5% | $125,381-63.1% | $134,532-65.6% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -17.58% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $730 | $5,245-86.1% | $4,815-84.8% | $4,741-84.6% |
| Participant deferral / active EE | $5,200 | $7,801-33.3% | $7,448-30.2% | $6,401-18.8% |
| Admin fee / account holder | $334 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |