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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 | $63,104 | $138,076-54.3% | $123,553-48.9% | $135,380-53.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -5.26% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $806 | $5,152-84.4% | $4,628-82.6% | $4,779-83.1% |
| Participant deferral / active EE | $3,227 | $6,800-52.5% | $6,426-49.8% | $5,609-42.5% |
| Admin fee / account holder | $16,647 | $10,917+52.5% | $9,284+79.3% | $10,828+53.7% |