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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 | $69,897 | $138,078-49.4% | $125,363-44.2% | $134,509-48.0% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -18.82% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $597 | $5,245-88.6% | $4,815-87.6% | $4,741-87.4% |
| Participant deferral / active EE | $2,786 | $7,800-64.3% | $7,447-62.6% | $6,400-56.5% |
| Admin fee / account holder | $350 | $11,566-97.0% | $10,005-96.5% | $11,427-96.9% |