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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 | $31,425 | $138,075-77.2% | $123,552-74.6% | $135,379-76.8% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | -2.78% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $53 | $5,152-99.0% | $4,628-98.8% | $4,779-98.9% |
| Participant deferral / active EE | $2,568 | $6,800-62.2% | $6,426-60.0% | $5,609-54.2% |
| Admin fee / account holder | $711 | $10,917-93.5% | $9,285-92.3% | $10,828-93.4% |