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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 | $28,445 | $138,114-79.4% | $125,391-77.3% | $134,545-78.9% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -19.86% | 750.88%-770.7pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $783 | $5,246-85.1% | $4,816-83.7% | $4,742-83.5% |
| Participant deferral / active EE | $2,810 | $7,801-64.0% | $7,448-62.3% | $6,401-56.1% |
| Admin fee / account holder | $4,673 | $11,570-59.6% | $10,009-53.3% | $11,431-59.1% |