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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 | $57,038 | $138,114-58.7% | $125,391-54.5% | $134,545-57.6% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -18.45% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $369 | $5,246-93.0% | $4,816-92.3% | $4,742-92.2% |
| Participant deferral / active EE | $5,035 | $7,801-35.5% | $7,448-32.4% | $6,401-21.4% |
| Admin fee / account holder | $14,517 | $11,570+25.5% | $10,009+45.0% | $11,431+27.0% |