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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 | $102,993 | $138,102-25.4% | $125,381-17.9% | $134,532-23.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.76% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $385 | $5,245-92.7% | $4,815-92.0% | $4,741-91.9% |
| Participant deferral / active EE | $4,672 | $7,801-40.1% | $7,448-37.3% | $6,401-27.0% |
| Admin fee / account holder | $5,337 | $11,568-53.9% | $10,007-46.7% | $11,429-53.3% |