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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 | $59,125 | $138,102-57.2% | $125,381-52.8% | $134,532-56.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.52% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $828 | $5,245-84.2% | $4,815-82.8% | $4,741-82.5% |
| Participant deferral / active EE | $5,927 | $7,801-24.0% | $7,448-20.4% | $6,401-7.4% |
| Admin fee / account holder | $743 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |