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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 | $82,828 | $138,102-40.0% | $125,381-33.9% | $134,532-38.4% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -14.76% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $739 | $5,245-85.9% | $4,815-84.7% | $4,741-84.4% |
| Participant deferral / active EE | $7,433 | $7,801-4.7% | $7,448-0.2% | $6,401+16.1% |
| Admin fee / account holder | $3,012 | $11,568-74.0% | $10,007-69.9% | $11,429-73.6% |