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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 | $16,626 | $92,766-82.1% | $82,763-79.9% | $134,545-87.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.49% | 946.97%-964.5pp | 702.45%-719.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $242 | $3,273-92.6% | $3,008-91.9% | $4,742-94.9% |
| Participant deferral / active EE | $1,505 | $4,802-68.7% | $4,395-65.8% | $6,401-76.5% |
| Admin fee / account holder | $1,151 | $5,978-80.8% | $5,325-78.4% | $11,431-89.9% |