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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 | $28,163 | $82,630-65.9% | $64,105-56.1% | $125,388-77.5% |
| Participation rate | 65.2% | 75.9%-10.6pp | 68.2%-3.0pp | 83.2%-18.0pp |
| Annual return | -1.51% | 1489.72%-1491.2pp | 791.24%-792.8pp | 282.24%-283.7pp |
| Employer contribution / active EE | $166 | $2,671-93.8% | $1,820-90.9% | $4,866-96.6% |
| Participant deferral / active EE | $1,245 | $3,608-65.5% | $2,822-55.9% | $5,352-76.7% |
| Admin fee / account holder | $834 | $6,382-86.9% | $4,499-81.5% | $9,541-91.3% |