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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 | $58,778 | $138,076-57.4% | $123,553-52.4% | $135,380-56.6% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -8.41% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $817 | $5,152-84.1% | $4,628-82.3% | $4,779-82.9% |
| Participant deferral / active EE | $3,288 | $6,800-51.6% | $6,426-48.8% | $5,609-41.4% |
| Admin fee / account holder | $444 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |