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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 | $21,231 | $75,959-72.0% | $154,114-86.2% | $64,181-66.9% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.16%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $316 | $3,350-90.6% | $5,298-94.0% | $2,381-86.7% |
| Participant deferral / active EE | $1,034 | $3,175-67.4% | $5,081-79.6% | $3,470-70.2% |
| Admin fee / account holder | $5,719 | $5,589+2.3% | $13,411-57.4% | $4,887+17.0% |