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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 | $77,819 | $138,078-43.6% | $125,363-37.9% | $134,509-42.1% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -17.74% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $721 | $5,245-86.2% | $4,815-85.0% | $4,741-84.8% |
| Participant deferral / active EE | $3,890 | $7,800-50.1% | $7,447-47.8% | $6,400-39.2% |
| Admin fee / account holder | $1,981 | $11,566-82.9% | $10,005-80.2% | $11,427-82.7% |