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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 | $58,931 | $180,459-67.3% | $154,108-61.8% | $135,380-56.5% |
| Participation rate | 59.1% | 87.4%-28.3pp | 83.0%-23.9pp | 82.6%-23.6pp |
| Annual return | -2.97% | 888.21%-891.2pp | 735.21%-738.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $886 | $6,035-85.3% | $5,298-83.3% | $4,779-81.5% |
| Participant deferral / active EE | $3,952 | $5,806-31.9% | $5,081-22.2% | $5,609-29.5% |
| Admin fee / account holder | $14,603 | $16,145-9.5% | $13,411+8.9% | $10,828+34.9% |