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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 | $58,724 | $82,630-28.9% | $64,105-8.4% | $125,389-53.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | -3.46% | 1489.72%-1493.2pp | 791.24%-794.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $174 | $2,671-93.5% | $1,820-90.4% | $4,866-96.4% |
| Participant deferral / active EE | $1,855 | $3,608-48.6% | $2,822-34.3% | $5,352-65.3% |
| Admin fee / account holder | $327 | $6,382-94.9% | $4,499-92.7% | $9,541-96.6% |