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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 | $23,625 | $138,102-82.9% | $125,381-81.2% | $134,532-82.4% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -15.83% | 750.73%-766.6pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $556 | $5,245-89.4% | $4,815-88.5% | $4,741-88.3% |
| Participant deferral / active EE | $2,654 | $7,801-66.0% | $7,448-64.4% | $6,401-58.5% |
| Admin fee / account holder | $477 | $11,568-95.9% | $10,007-95.2% | $11,429-95.8% |