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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 | $59,927 | $138,078-56.6% | $125,363-52.2% | $134,509-55.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -18.74% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $480 | $5,245-90.8% | $4,815-90.0% | $4,741-89.9% |
| Participant deferral / active EE | $4,052 | $7,800-48.0% | $7,447-45.6% | $6,400-36.7% |
| Admin fee / account holder | $1,656 | $11,566-85.7% | $10,005-83.5% | $11,427-85.5% |