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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 | $103,457 | $160,059-35.4% | $140,019-26.1% | $135,379-23.6% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -8.56% | 911.44%-920.0pp | 651.15%-659.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $531 | $6,420-91.7% | $5,605-90.5% | $4,779-88.9% |
| Participant deferral / active EE | $3,275 | $7,641-57.1% | $6,927-52.7% | $5,609-41.6% |
| Admin fee / account holder | $979 | $13,328-92.7% | $10,705-90.9% | $10,828-91.0% |