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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 | $55,485 | $138,102-59.8% | $125,381-55.7% | $134,532-58.8% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.1pp |
| Annual return | -15.84% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $249 | $5,245-95.3% | $4,815-94.8% | $4,741-94.8% |
| Participant deferral / active EE | $2,935 | $7,801-62.4% | $7,448-60.6% | $6,401-54.1% |
| Admin fee / account holder | $4,938 | $11,568-57.3% | $10,007-50.7% | $11,429-56.8% |