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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 | $49,014 | $95,975-48.9% | $74,552-34.3% | $135,382-63.8% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -6.95% | 56.96%-63.9pp | 32.53%-39.5pp | 519.77%-526.7pp |
| Employer contribution / active EE | $295 | $2,716-89.1% | $1,961-84.9% | $4,779-93.8% |
| Participant deferral / active EE | $2,645 | $3,844-31.2% | $3,108-14.9% | $5,609-52.8% |
| Admin fee / account holder | $380 | $6,522-94.2% | $5,060-92.5% | $10,829-96.5% |