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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 | $40,368 | $138,102-70.8% | $125,381-67.8% | $134,532-70.0% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -19.40% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $785 | $5,245-85.0% | $4,815-83.7% | $4,741-83.5% |
| Participant deferral / active EE | $3,060 | $7,801-60.8% | $7,448-58.9% | $6,401-52.2% |
| Admin fee / account holder | $453 | $11,568-96.1% | $10,007-95.5% | $11,429-96.0% |