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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 | $23,257 | $138,075-83.2% | $123,552-81.2% | $135,379-82.8% |
| Participation rate | 23.1% | 84.7%-61.7pp | 82.3%-59.2pp | 82.6%-59.6pp |
| Annual return | -7.75% | 153.70%-161.4pp | 119.20%-127.0pp | 519.79%-527.5pp |
| Employer contribution / active EE | $588 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $2,242 | $6,800-67.0% | $6,426-65.1% | $5,609-60.0% |
| Admin fee / account holder | $362 | $10,917-96.7% | $9,285-96.1% | $10,828-96.7% |