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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 | $99,595 | $138,102-27.9% | $125,381-20.6% | $134,532-26.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -19.27% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $764 | $5,245-85.4% | $4,815-84.1% | $4,741-83.9% |
| Participant deferral / active EE | $2,860 | $7,801-63.3% | $7,448-61.6% | $6,401-55.3% |
| Admin fee / account holder | $5,179 | $11,568-55.2% | $10,007-48.3% | $11,429-54.7% |