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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 | $18,534 | $95,975-80.7% | $74,549-75.1% | $135,379-86.3% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.98% | 56.96%-61.9pp | 32.53%-37.5pp | 519.79%-524.8pp |
| Employer contribution / active EE | $32 | $2,716-98.8% | $1,961-98.4% | $4,779-99.3% |
| Participant deferral / active EE | $1,027 | $3,844-73.3% | $3,108-67.0% | $5,609-81.7% |
| Admin fee / account holder | $4,307 | $6,522-34.0% | $5,059-14.9% | $10,828-60.2% |