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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 | $23,841 | $97,761-75.6% | $83,850-71.6% | $135,382-82.4% |
| Participation rate | 36.8% | 80.0%-43.1pp | 76.1%-39.3pp | 82.6%-45.8pp |
| Annual return | -3.61% | 1287.44%-1291.0pp | 850.92%-854.5pp | 519.77%-523.4pp |
| Employer contribution / active EE | $491 | $4,222-88.4% | $3,631-86.5% | $4,779-89.7% |
| Participant deferral / active EE | $1,535 | $4,682-67.2% | $4,082-62.4% | $5,609-72.6% |
| Admin fee / account holder | $4,261 | $6,674-36.2% | $5,478-22.2% | $10,829-60.7% |