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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 | $71,948 | $138,102-47.9% | $125,381-42.6% | $134,532-46.5% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -18.27% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $947 | $5,245-81.9% | $4,815-80.3% | $4,741-80.0% |
| Participant deferral / active EE | $3,043 | $7,801-61.0% | $7,448-59.1% | $6,401-52.5% |
| Admin fee / account holder | $828 | $11,568-92.8% | $10,007-91.7% | $11,429-92.8% |