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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 | $20,734 | $138,114-85.0% | $125,391-83.5% | $134,545-84.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.23% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $930 | $5,246-82.3% | $4,816-80.7% | $4,742-80.4% |
| Participant deferral / active EE | $4,571 | $7,801-41.4% | $7,448-38.6% | $6,401-28.6% |
| Admin fee / account holder | $60,184 | $11,570+420.2% | $10,009+501.3% | $11,431+426.5% |