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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 | $21,930 | $75,962-71.1% | $154,108-85.8% | $64,173-65.8% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $118 | $3,350-96.5% | $5,298-97.8% | $2,381-95.1% |
| Participant deferral / active EE | $3,697 | $3,175+16.4% | $5,081-27.2% | $3,470+6.5% |
| Admin fee / account holder | $461 | $5,589-91.8% | $13,411-96.6% | $4,887-90.6% |