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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 | $24,067 | $138,076-82.6% | $123,553-80.5% | $135,380-82.2% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -6.12% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $215 | $5,152-95.8% | $4,628-95.4% | $4,779-95.5% |
| Participant deferral / active EE | $3,697 | $6,800-45.6% | $6,426-42.5% | $5,609-34.1% |
| Admin fee / account holder | $573 | $10,917-94.8% | $9,284-93.8% | $10,828-94.7% |