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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 | $33,337 | $160,059-79.2% | $140,019-76.2% | $135,380-75.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -1.61% | 911.48%-913.1pp | 651.17%-652.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $726 | $6,420-88.7% | $5,605-87.0% | $4,779-84.8% |
| Participant deferral / active EE | $3,385 | $7,641-55.7% | $6,927-51.1% | $5,609-39.7% |
| Admin fee / account holder | $3,395 | $13,328-74.5% | $10,705-68.3% | $10,828-68.6% |