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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 | $50,867 | $95,979-47.0% | $74,551-31.8% | $135,380-62.4% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -6.30% | 56.97%-63.3pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $135 | $2,716-95.0% | $1,961-93.1% | $4,779-97.2% |
| Participant deferral / active EE | $1,831 | $3,844-52.4% | $3,108-41.1% | $5,609-67.4% |
| Admin fee / account holder | $12,322 | $6,522+88.9% | $5,059+143.6% | $10,828+13.8% |