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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 | $23,830 | $92,743-74.3% | $82,744-71.2% | $134,532-82.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.67% | 946.63%-966.3pp | 702.22%-721.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $255 | $3,273-92.2% | $3,008-91.5% | $4,741-94.6% |
| Participant deferral / active EE | $1,807 | $4,802-62.4% | $4,395-58.9% | $6,401-71.8% |
| Admin fee / account holder | $674 | $5,977-88.7% | $5,325-87.3% | $11,429-94.1% |