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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 | $21,955 | $138,102-84.1% | $125,381-82.5% | $134,532-83.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -13.22% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $505 | $5,245-90.4% | $4,815-89.5% | $4,741-89.4% |
| Participant deferral / active EE | $3,881 | $7,801-50.2% | $7,448-47.9% | $6,401-39.4% |
| Admin fee / account holder | $487 | $11,568-95.8% | $10,007-95.1% | $11,429-95.7% |