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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 | $20,349 | $138,078-85.3% | $125,363-83.8% | $134,509-84.9% |
| Participation rate | 47.4% | 84.5%-37.1pp | 82.4%-35.0pp | 81.2%-33.9pp |
| Annual return | -11.30% | 750.49%-761.8pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $888 | $5,245-83.1% | $4,815-81.6% | $4,741-81.3% |
| Participant deferral / active EE | $2,809 | $7,800-64.0% | $7,447-62.3% | $6,400-56.1% |
| Admin fee / account holder | $1,572 | $11,566-86.4% | $10,005-84.3% | $11,427-86.2% |