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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 | $31,930 | $180,459-82.3% | $154,108-79.3% | $135,380-76.4% |
| Participation rate | 47.8% | 87.4%-39.6pp | 83.0%-35.2pp | 82.6%-34.8pp |
| Annual return | -4.48% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $776 | $6,035-87.1% | $5,298-85.3% | $4,779-83.8% |
| Participant deferral / active EE | $2,612 | $5,806-55.0% | $5,081-48.6% | $5,609-53.4% |
| Admin fee / account holder | $3,314 | $16,145-79.5% | $13,411-75.3% | $10,828-69.4% |