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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 | $104,426 | $138,075-24.4% | $123,552-15.5% | $135,379-22.9% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -4.84% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $408 | $5,152-92.1% | $4,628-91.2% | $4,779-91.5% |
| Participant deferral / active EE | $2,731 | $6,800-59.8% | $6,426-57.5% | $5,609-51.3% |
| Admin fee / account holder | $1,096 | $10,917-90.0% | $9,285-88.2% | $10,828-89.9% |