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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 | $98,891 | $138,102-28.4% | $125,381-21.1% | $134,532-26.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -2.20% | 750.73%-752.9pp | 572.31%-574.5pp | 418.27%-420.5pp |
| Employer contribution / active EE | $727 | $5,245-86.1% | $4,815-84.9% | $4,741-84.7% |
| Participant deferral / active EE | $3,483 | $7,801-55.3% | $7,448-53.2% | $6,401-45.6% |
| Admin fee / account holder | $840 | $11,568-92.7% | $10,007-91.6% | $11,429-92.6% |