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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 | $42,003 | $190,879-78.0% | $160,009-73.7% | $134,532-68.8% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -17.31% | 552.63%-569.9pp | 408.85%-426.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $548 | $4,995-89.0% | $4,225-87.0% | $4,741-88.4% |
| Participant deferral / active EE | $2,427 | $6,924-65.0% | $6,183-60.7% | $6,401-62.1% |
| Admin fee / account holder | $1,742 | $10,495-83.4% | $8,715-80.0% | $11,429-84.8% |