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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 | $62,173 | $160,059-61.2% | $140,019-55.6% | $135,380-54.1% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -9.01% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,275 | $6,420-80.1% | $5,605-77.2% | $4,779-73.3% |
| Participant deferral / active EE | $3,411 | $7,641-55.4% | $6,927-50.8% | $5,609-39.2% |
| Admin fee / account holder | $1,542 | $13,328-88.4% | $10,705-85.6% | $10,828-85.8% |