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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 | $76,578 | $138,068-44.5% | $125,358-38.9% | $134,493-43.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -5.90% | 750.30%-756.2pp | 572.03%-577.9pp | 418.01%-423.9pp |
| Employer contribution / active EE | $562 | $5,244-89.3% | $4,814-88.3% | $4,740-88.1% |
| Participant deferral / active EE | $2,722 | $7,799-65.1% | $7,447-63.5% | $6,400-57.5% |
| Admin fee / account holder | $14,563 | $11,568+25.9% | $10,007+45.5% | $11,425+27.5% |