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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 | $33,620 | $92,743-63.7% | $82,744-59.4% | $134,532-75.0% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -11.86% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $150 | $3,273-95.4% | $3,008-95.0% | $4,741-96.8% |
| Participant deferral / active EE | $3,003 | $4,802-37.5% | $4,395-31.7% | $6,401-53.1% |
| Admin fee / account holder | $1,026 | $5,977-82.8% | $5,325-80.7% | $11,429-91.0% |