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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 | $23,954 | $133,981-82.1% | $112,249-78.7% | $134,532-82.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.75% | 47.16%-56.9pp | 27.48%-37.2pp | 418.27%-428.0pp |
| Employer contribution / active EE | $300 | $4,040-92.6% | $3,636-91.7% | $4,741-93.7% |
| Participant deferral / active EE | $6,833 | $5,292+29.1% | $4,729+44.5% | $6,401+6.8% |
| Admin fee / account holder | $320 | $7,492-95.7% | $6,412-95.0% | $11,429-97.2% |