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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 | $78,568 | $133,998-41.4% | $112,263-30.0% | $134,545-41.6% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -9.83% | 47.17%-57.0pp | 27.49%-37.3pp | 418.37%-428.2pp |
| Employer contribution / active EE | $350 | $4,040-91.3% | $3,636-90.4% | $4,742-92.6% |
| Participant deferral / active EE | $3,417 | $5,292-35.4% | $4,729-27.8% | $6,401-46.6% |
| Admin fee / account holder | $320 | $7,493-95.7% | $6,410-95.0% | $11,431-97.2% |