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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 | $61,287 | $168,636-63.7% | $147,618-58.5% | $125,388-51.1% |
| Participation rate | 56.5% | 88.8%-32.2pp | 84.6%-28.1pp | 83.2%-26.7pp |
| Annual return | -0.18% | 77.65%-77.8pp | 61.98%-62.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $963 | $6,252-84.6% | $5,565-82.7% | $4,866-80.2% |
| Participant deferral / active EE | $2,328 | $5,507-57.7% | $4,895-52.5% | $5,352-56.5% |
| Admin fee / account holder | $6,157 | $13,580-54.7% | $11,612-47.0% | $9,541-35.5% |