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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 | $50,858 | $138,078-63.2% | $125,363-59.4% | $134,509-62.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.08% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $954 | $5,245-81.8% | $4,815-80.2% | $4,741-79.9% |
| Participant deferral / active EE | $6,284 | $7,800-19.4% | $7,447-15.6% | $6,400-1.8% |
| Admin fee / account holder | $1,749 | $11,566-84.9% | $10,005-82.5% | $11,427-84.7% |