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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 | $118,655 | $167,533-29.2% | $151,645-21.8% | $134,545-11.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -12.28% | 7.81%-20.1pp | 3.34%-15.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $238 | $6,828-96.5% | $6,165-96.1% | $4,742-95.0% |
| Participant deferral / active EE | $4,638 | $8,985-48.4% | $8,363-44.5% | $6,401-27.6% |
| Admin fee / account holder | $31,391 | $13,781+127.8% | $11,614+170.3% | $11,431+174.6% |