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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 | $29,030 | $138,076-79.0% | $123,553-76.5% | $135,380-78.6% |
| Participation rate | 11.1% | 84.7%-73.6pp | 82.3%-71.2pp | 82.6%-71.5pp |
| Annual return | -5.81% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $691 | $5,152-86.6% | $4,628-85.1% | $4,779-85.5% |
| Participant deferral / active EE | $2,294 | $6,800-66.3% | $6,426-64.3% | $5,609-59.1% |
| Admin fee / account holder | $12,052 | $10,917+10.4% | $9,284+29.8% | $10,828+11.3% |