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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 | $33,265 | $180,462-81.6% | $154,111-78.4% | $135,379-75.4% |
| Participation rate | 34.8% | 87.4%-52.6pp | 83.0%-48.3pp | 82.6%-47.9pp |
| Annual return | -3.58% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $545 | $6,036-91.0% | $5,298-89.7% | $4,779-88.6% |
| Participant deferral / active EE | $2,452 | $5,806-57.8% | $5,081-51.7% | $5,609-56.3% |
| Admin fee / account holder | $32,835 | $16,145+103.4% | $13,411+144.8% | $10,828+203.2% |