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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 | $24,737 | $138,114-82.1% | $125,391-80.3% | $134,545-81.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.33% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $923 | $5,246-82.4% | $4,816-80.8% | $4,742-80.5% |
| Participant deferral / active EE | $4,664 | $7,801-40.2% | $7,448-37.4% | $6,401-27.1% |
| Admin fee / account holder | $1,353 | $11,570-88.3% | $10,009-86.5% | $11,431-88.2% |