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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 | $61,495 | $138,102-55.5% | $125,381-51.0% | $134,532-54.3% |
| Participation rate | 54.2% | 84.5%-30.3pp | 82.4%-28.2pp | 81.2%-27.1pp |
| Annual return | -16.11% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.4pp |
| Employer contribution / active EE | $261 | $5,245-95.0% | $4,815-94.6% | $4,741-94.5% |
| Participant deferral / active EE | $3,936 | $7,801-49.5% | $7,448-47.2% | $6,401-38.5% |
| Admin fee / account holder | $7,120 | $11,568-38.5% | $10,007-28.9% | $11,429-37.7% |