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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 | $69,330 | $138,114-49.8% | $125,391-44.7% | $134,545-48.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -14.90% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $201 | $5,246-96.2% | $4,816-95.8% | $4,742-95.8% |
| Participant deferral / active EE | $4,083 | $7,801-47.7% | $7,448-45.2% | $6,401-36.2% |
| Admin fee / account holder | $22,618 | $11,570+95.5% | $10,009+126.0% | $11,431+97.9% |