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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 | $18,777 | $67,372-72.1% | $60,906-69.2% | $134,532-86.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -3.92% | 50.05%-54.0pp | 16.94%-20.9pp | 418.27%-422.2pp |
| Employer contribution / active EE | $394 | $3,099-87.3% | $2,703-85.4% | $4,741-91.7% |
| Participant deferral / active EE | $4,653 | $4,532+2.7% | $3,814+22.0% | $6,401-27.3% |
| Admin fee / account holder | $18,650 | $4,588+306.5% | $3,227+477.9% | $11,429+63.2% |