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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 | $17,150 | $190,862-91.0% | $159,991-89.3% | $134,509-87.2% |
| Participation rate | 44.4% | 82.0%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -19.74% | 552.59%-572.3pp | 408.82%-428.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $566 | $4,995-88.7% | $4,225-86.6% | $4,741-88.1% |
| Participant deferral / active EE | $1,501 | $6,924-78.3% | $6,183-75.7% | $6,400-76.5% |
| Admin fee / account holder | $586 | $10,495-94.4% | $8,715-93.3% | $11,427-94.9% |