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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 | $51,555 | $180,462-71.4% | $154,111-66.5% | $135,379-61.9% |
| Participation rate | 64.7% | 87.4%-22.7pp | 83.0%-18.3pp | 82.6%-17.9pp |
| Annual return | -5.85% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $876 | $6,036-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $2,985 | $5,806-48.6% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $398 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |