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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 | $67,528 | $138,075-51.1% | $123,552-45.3% | $135,379-50.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.18% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $165 | $5,152-96.8% | $4,628-96.4% | $4,779-96.5% |
| Participant deferral / active EE | $4,166 | $6,800-38.7% | $6,426-35.2% | $5,609-25.7% |
| Admin fee / account holder | $28,160 | $10,917+157.9% | $9,285+203.3% | $10,828+160.1% |