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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 | $38,306 | $138,072-72.3% | $123,549-69.0% | $135,382-71.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.84% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $742 | $5,152-85.6% | $4,628-84.0% | $4,779-84.5% |
| Participant deferral / active EE | $4,733 | $6,799-30.4% | $6,426-26.3% | $5,609-15.6% |
| Admin fee / account holder | $427 | $10,917-96.1% | $9,284-95.4% | $10,829-96.1% |