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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 | $18,201 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -16.77% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $517 | $5,246-90.1% | $4,816-89.3% | $4,742-89.1% |
| Participant deferral / active EE | $7,848 | $7,801+0.6% | $7,448+5.4% | $6,401+22.6% |
| Admin fee / account holder | $4,400 | $11,570-62.0% | $10,009-56.0% | $11,431-61.5% |