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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 | $63,331 | $138,102-54.1% | $125,381-49.5% | $134,532-52.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.63% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $889 | $5,245-83.1% | $4,815-81.5% | $4,741-81.3% |
| Participant deferral / active EE | $6,875 | $7,801-11.9% | $7,448-7.7% | $6,401+7.4% |
| Admin fee / account holder | $1,049 | $11,568-90.9% | $10,007-89.5% | $11,429-90.8% |