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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 | $20,585 | $138,076-85.1% | $123,553-83.3% | $135,380-84.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.08% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $549 | $5,152-89.3% | $4,628-88.1% | $4,779-88.5% |
| Participant deferral / active EE | $4,678 | $6,800-31.2% | $6,426-27.2% | $5,609-16.6% |
| Admin fee / account holder | $35,819 | $10,917+228.1% | $9,284+285.8% | $10,828+230.8% |