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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 | $55,764 | $97,761-43.0% | $83,850-33.5% | $135,382-58.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -2.53% | 1287.44%-1290.0pp | 850.92%-853.5pp | 519.77%-522.3pp |
| Employer contribution / active EE | $641 | $4,222-84.8% | $3,631-82.3% | $4,779-86.6% |
| Participant deferral / active EE | $1,878 | $4,682-59.9% | $4,082-54.0% | $5,609-66.5% |
| Admin fee / account holder | $1,277 | $6,674-80.9% | $5,478-76.7% | $10,829-88.2% |