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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 | $54,906 | $190,862-71.2% | $159,991-65.7% | $134,509-59.2% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -17.16% | 552.59%-569.8pp | 408.82%-426.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $104 | $4,995-97.9% | $4,225-97.5% | $4,741-97.8% |
| Participant deferral / active EE | $2,891 | $6,924-58.2% | $6,183-53.2% | $6,400-54.8% |
| Admin fee / account holder | $779 | $10,495-92.6% | $8,715-91.1% | $11,427-93.2% |