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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 | $41,727 | $138,075-69.8% | $123,552-66.2% | $135,379-69.2% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -4.81% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $412 | $5,152-92.0% | $4,628-91.1% | $4,779-91.4% |
| Participant deferral / active EE | $6,799 | $6,8000% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $733 | $10,917-93.3% | $9,285-92.1% | $10,828-93.2% |