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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 | $65,964 | $138,102-52.2% | $125,381-47.4% | $134,532-51.0% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -18.82% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $769 | $5,245-85.3% | $4,815-84.0% | $4,741-83.8% |
| Participant deferral / active EE | $6,708 | $7,801-14.0% | $7,448-9.9% | $6,401+4.8% |
| Admin fee / account holder | $2,364 | $11,568-79.6% | $10,007-76.4% | $11,429-79.3% |