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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 | $64,452 | $138,114-53.3% | $125,391-48.6% | $134,545-52.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.58% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $14 | $5,246-99.7% | $4,816-99.7% | $4,742-99.7% |
| Participant deferral / active EE | $9,078 | $7,801+16.4% | $7,448+21.9% | $6,401+41.8% |
| Admin fee / account holder | $512 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |