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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 | $26,370 | $75,962-65.3% | $154,108-82.9% | $64,173-58.9% |
| Participation rate | 65.1% | 70.4%-5.3pp | 83.0%-18.0pp | 69.6%-4.5pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $144 | $3,350-95.7% | $5,298-97.3% | $2,381-94.0% |
| Participant deferral / active EE | $1,166 | $3,175-63.3% | $5,081-77.1% | $3,470-66.4% |
| Admin fee / account holder | $764 | $5,589-86.3% | $13,411-94.3% | $4,887-84.4% |