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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 | $20,973 | $75,962-72.4% | $154,108-86.4% | $64,173-67.3% |
| Participation rate | 64.6% | 70.4%-5.8pp | 83.0%-18.5pp | 69.6%-5.0pp |
| Annual return | -3.39% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $288 | $3,350-91.4% | $5,298-94.6% | $2,381-87.9% |
| Participant deferral / active EE | $2,579 | $3,175-18.8% | $5,081-49.2% | $3,470-25.7% |
| Admin fee / account holder | $8,539 | $5,589+52.8% | $13,411-36.3% | $4,887+74.7% |