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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 | $34,848 | $138,072-74.8% | $123,549-71.8% | $135,382-74.3% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -6.28% | 153.69%-160.0pp | 119.20%-125.5pp | 519.77%-526.0pp |
| Employer contribution / active EE | $643 | $5,152-87.5% | $4,628-86.1% | $4,779-86.5% |
| Participant deferral / active EE | $3,201 | $6,799-52.9% | $6,426-50.2% | $5,609-42.9% |
| Admin fee / account holder | $936 | $10,917-91.4% | $9,284-89.9% | $10,829-91.4% |