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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 | $27,934 | $138,075-79.8% | $123,552-77.4% | $135,379-79.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.83% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $268 | $5,152-94.8% | $4,628-94.2% | $4,779-94.4% |
| Participant deferral / active EE | $6,886 | $6,800+1.3% | $6,426+7.2% | $5,609+22.8% |
| Admin fee / account holder | $8,464 | $10,917-22.5% | $9,285-8.8% | $10,828-21.8% |