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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 | $70,214 | $97,729-28.2% | $83,830-16.2% | $135,379-48.1% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -5.72% | 1287.52%-1293.2pp | 850.97%-856.7pp | 519.79%-525.5pp |
| Employer contribution / active EE | $653 | $4,222-84.5% | $3,631-82.0% | $4,779-86.3% |
| Participant deferral / active EE | $1,632 | $4,683-65.1% | $4,082-60.0% | $5,609-70.9% |
| Admin fee / account holder | $397 | $6,674-94.1% | $5,479-92.8% | $10,828-96.3% |