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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 | $92,260 | $97,732-5.6% | $83,831+10.1% | $135,380-31.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -6.88% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $165 | $4,222-96.1% | $3,631-95.5% | $4,779-96.6% |
| Participant deferral / active EE | $1,647 | $4,683-64.8% | $4,082-59.6% | $5,609-70.6% |
| Admin fee / account holder | $2,174 | $6,675-67.4% | $5,479-60.3% | $10,828-79.9% |