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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 | $38,556 | $160,059-75.9% | $140,019-72.5% | $135,380-71.5% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.5%-58.9pp | 82.6%-54.1pp |
| Annual return | -1.96% | 911.48%-913.4pp | 651.17%-653.1pp | 519.81%-521.8pp |
| Employer contribution / active EE | $878 | $6,420-86.3% | $5,605-84.3% | $4,779-81.6% |
| Participant deferral / active EE | $5,955 | $7,641-22.1% | $6,927-14.0% | $5,609+6.2% |
| Admin fee / account holder | $52,022 | $13,328+290.3% | $10,705+385.9% | $10,828+380.4% |