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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 | $32,195 | $138,072-76.7% | $123,549-73.9% | $135,382-76.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.80% | 153.69%-158.5pp | 119.20%-124.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $497 | $5,152-90.4% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $4,386 | $6,799-35.5% | $6,426-31.7% | $5,609-21.8% |
| Admin fee / account holder | $7,061 | $10,917-35.3% | $9,284-23.9% | $10,829-34.8% |