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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 | $34,273 | $138,075-75.2% | $123,552-72.3% | $135,379-74.7% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -2.38% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $34 | $5,152-99.3% | $4,628-99.3% | $4,779-99.3% |
| Participant deferral / active EE | $3,212 | $6,800-52.8% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $16,478 | $10,917+50.9% | $9,285+77.5% | $10,828+52.2% |