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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 | $50,998 | $97,732-47.8% | $83,831-39.2% | $135,380-62.3% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -7.51% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $407 | $4,222-90.4% | $3,631-88.8% | $4,779-91.5% |
| Participant deferral / active EE | $1,863 | $4,683-60.2% | $4,082-54.4% | $5,609-66.8% |
| Admin fee / account holder | $1,167 | $6,675-82.5% | $5,479-78.7% | $10,828-89.2% |