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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 | $20,880 | $138,102-84.9% | $125,381-83.3% | $134,532-84.5% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -14.58% | 750.73%-765.3pp | 572.31%-586.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $632 | $5,245-88.0% | $4,815-86.9% | $4,741-86.7% |
| Participant deferral / active EE | $3,217 | $7,801-58.8% | $7,448-56.8% | $6,401-49.7% |
| Admin fee / account holder | $355 | $11,568-96.9% | $10,007-96.4% | $11,429-96.9% |