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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 | $33,041 | $138,072-76.1% | $123,549-73.3% | $135,382-75.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.53% | 153.69%-156.2pp | 119.20%-121.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $701 | $5,152-86.4% | $4,628-84.9% | $4,779-85.3% |
| Participant deferral / active EE | $6,148 | $6,799-9.6% | $6,426-4.3% | $5,609+9.6% |
| Admin fee / account holder | $12,672 | $10,917+16.1% | $9,284+36.5% | $10,829+17.0% |