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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 | $81,496 | $190,879-57.3% | $160,009-49.1% | $134,532-39.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -16.12% | 552.63%-568.7pp | 408.85%-425.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $506 | $4,995-89.9% | $4,225-88.0% | $4,741-89.3% |
| Participant deferral / active EE | $2,211 | $6,924-68.1% | $6,183-64.2% | $6,401-65.5% |
| Admin fee / account holder | $2,384 | $10,495-77.3% | $8,715-72.6% | $11,429-79.1% |