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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 | $32,556 | $138,114-76.4% | $125,391-74.0% | $134,545-75.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.91% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $614 | $5,246-88.3% | $4,816-87.2% | $4,742-87.0% |
| Participant deferral / active EE | $3,886 | $7,801-50.2% | $7,448-47.8% | $6,401-39.3% |
| Admin fee / account holder | $560 | $11,570-95.2% | $10,009-94.4% | $11,431-95.1% |