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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 | $45,962 | $138,076-66.7% | $123,553-62.8% | $135,380-66.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $741 | $5,152-85.6% | $4,628-84.0% | $4,779-84.5% |
| Participant deferral / active EE | $6,370 | $6,800-6.3% | $6,426-0.9% | $5,609+13.6% |
| Admin fee / account holder | $7,053 | $10,917-35.4% | $9,284-24.0% | $10,828-34.9% |