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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 | $14,534 | $92,684-84.3% | $82,706-82.4% | $134,509-89.2% |
| Participation rate | 63.2% | 75.2%-12.0pp | 72.6%-9.4pp | 81.2%-18.1pp |
| Annual return | -3.48% | 945.84%-949.3pp | 701.76%-705.2pp | 418.13%-421.6pp |
| Employer contribution / active EE | $130 | $3,272-96.0% | $3,007-95.7% | $4,741-97.3% |
| Participant deferral / active EE | $1,440 | $4,800-70.0% | $4,394-67.2% | $6,400-77.5% |
| Admin fee / account holder | $3,228 | $5,982-46.0% | $5,329-39.4% | $11,427-71.7% |