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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 | $22,820 | $190,862-88.0% | $159,991-85.7% | $134,509-83.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -5.11% | 552.59%-557.7pp | 408.82%-413.9pp | 418.13%-423.2pp |
| Employer contribution / active EE | $576 | $4,995-88.5% | $4,225-86.4% | $4,741-87.8% |
| Participant deferral / active EE | $6,833 | $6,924-1.3% | $6,183+10.5% | $6,400+6.8% |
| Admin fee / account holder | $18,837 | $10,495+79.5% | $8,715+116.2% | $11,427+64.9% |