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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 | $35,502 | $138,102-74.3% | $125,381-71.7% | $134,532-73.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.44% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $963 | $5,245-81.6% | $4,815-80.0% | $4,741-79.7% |
| Participant deferral / active EE | $2,973 | $7,801-61.9% | $7,448-60.1% | $6,401-53.6% |
| Admin fee / account holder | $1,278 | $11,568-89.0% | $10,007-87.2% | $11,429-88.8% |