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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 | $106,942 | $138,114-22.6% | $125,391-14.7% | $134,545-20.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -13.49% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.9pp |
| Employer contribution / active EE | $420 | $5,246-92.0% | $4,816-91.3% | $4,742-91.1% |
| Participant deferral / active EE | $5,125 | $7,801-34.3% | $7,448-31.2% | $6,401-19.9% |
| Admin fee / account holder | $783 | $11,570-93.2% | $10,009-92.2% | $11,431-93.2% |