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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 | $40,142 | $138,114-70.9% | $125,391-68.0% | $134,545-70.2% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -19.02% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $867 | $5,246-83.5% | $4,816-82.0% | $4,742-81.7% |
| Participant deferral / active EE | $3,350 | $7,801-57.1% | $7,448-55.0% | $6,401-47.7% |
| Admin fee / account holder | $1,594 | $11,570-86.2% | $10,009-84.1% | $11,431-86.1% |