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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 | $36,185 | $138,102-73.8% | $125,381-71.1% | $134,532-73.1% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -17.65% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $823 | $5,245-84.3% | $4,815-82.9% | $4,741-82.6% |
| Participant deferral / active EE | $6,569 | $7,801-15.8% | $7,448-11.8% | $6,401+2.6% |
| Admin fee / account holder | $654 | $11,568-94.4% | $10,007-93.5% | $11,429-94.3% |