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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 | $56,571 | $138,102-59.0% | $125,381-54.9% | $134,532-57.9% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -19.68% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $941 | $5,245-82.1% | $4,815-80.5% | $4,741-80.2% |
| Participant deferral / active EE | $2,544 | $7,801-67.4% | $7,448-65.8% | $6,401-60.3% |
| Admin fee / account holder | $421 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |