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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 | $38,650 | $97,729-60.5% | $83,830-53.9% | $135,379-71.5% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -9.19% | 1287.52%-1296.7pp | 850.97%-860.2pp | 519.79%-529.0pp |
| Employer contribution / active EE | $151 | $4,222-96.4% | $3,631-95.8% | $4,779-96.8% |
| Participant deferral / active EE | $2,094 | $4,683-55.3% | $4,082-48.7% | $5,609-62.7% |
| Admin fee / account holder | $399 | $6,674-94.0% | $5,479-92.7% | $10,828-96.3% |