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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 | $33,195 | $138,102-76.0% | $125,381-73.5% | $134,532-75.3% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -18.00% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $472 | $5,245-91.0% | $4,815-90.2% | $4,741-90.0% |
| Participant deferral / active EE | $2,544 | $7,801-67.4% | $7,448-65.8% | $6,401-60.3% |
| Admin fee / account holder | $1,320 | $11,568-88.6% | $10,007-86.8% | $11,429-88.4% |