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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 | $74,519 | $168,636-55.8% | $147,618-49.5% | $125,388-40.6% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -1.97% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $798 | $6,252-87.2% | $5,565-85.7% | $4,866-83.6% |
| Participant deferral / active EE | $4,884 | $5,507-11.3% | $4,895-0.2% | $5,352-8.7% |
| Admin fee / account holder | $1,639 | $13,580-87.9% | $11,612-85.9% | $9,541-82.8% |