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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 | $43,623 | $92,684-52.9% | $82,706-47.3% | $134,509-67.6% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-54.0pp |
| Annual return | -18.66% | 945.84%-964.5pp | 701.76%-720.4pp | 418.13%-436.8pp |
| Employer contribution / active EE | $256 | $3,272-92.2% | $3,007-91.5% | $4,741-94.6% |
| Participant deferral / active EE | $3,141 | $4,800-34.6% | $4,394-28.5% | $6,400-50.9% |
| Admin fee / account holder | $589 | $5,982-90.2% | $5,329-89.0% | $11,427-94.8% |