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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 | $36,839 | $138,114-73.3% | $125,391-70.6% | $134,545-72.6% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -13.63% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $359 | $5,246-93.2% | $4,816-92.5% | $4,742-92.4% |
| Participant deferral / active EE | $3,474 | $7,801-55.5% | $7,448-53.4% | $6,401-45.7% |
| Admin fee / account holder | $3,824 | $11,570-67.0% | $10,009-61.8% | $11,431-66.5% |