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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 | $33,069 | $135,645-75.6% | $110,243-70.0% | $135,379-75.6% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.8%-38.2pp | 82.6%-41.0pp |
| Annual return | -4.79% | 513.24%-518.0pp | 314.76%-319.6pp | 519.79%-524.6pp |
| Employer contribution / active EE | $856 | $4,907-82.5% | $3,827-77.6% | $4,779-82.1% |
| Participant deferral / active EE | $3,654 | $5,507-33.6% | $4,672-21.8% | $5,609-34.8% |
| Admin fee / account holder | $29,938 | $11,458+161.3% | $8,548+250.2% | $10,828+176.5% |