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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 | $138,114-44.6% | $125,391-38.9% | $134,545-43.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -5.90% | 750.88%-756.8pp | 572.41%-578.3pp | 418.37%-424.3pp |
| Employer contribution / active EE | $562 | $5,246-89.3% | $4,816-88.3% | $4,742-88.2% |
| Participant deferral / active EE | $2,722 | $7,801-65.1% | $7,448-63.5% | $6,401-57.5% |
| Admin fee / account holder | $14,563 | $11,570+25.9% | $10,009+45.5% | $11,431+27.4% |