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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 | $34,366 | $69,774-50.7% | $67,561-49.1% | $74,429-53.8% |
| Participation rate | 65.5% | 71.4%-5.9pp | 72.9%-7.4pp | 67.2%-1.8pp |
| Annual return | 22.58% | -40.53%+63.1pp | 3525.44%-3502.9pp | 1368.38%-1345.8pp |
| Employer contribution / active EE | $491 | $2,710-81.9% | $2,735-82.1% | $2,625-81.3% |
| Participant deferral / active EE | $1,682 | $3,636-53.7% | $4,003-58.0% | $4,348-61.3% |
| Admin fee / account holder | $751 | $890-15.6% | $4,006-81.3% | $1,944-61.4% |