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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 | $138,068-85.0% | $125,358-83.5% | $134,493-84.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.23% | 750.30%-765.5pp | 572.03%-587.3pp | 418.01%-433.2pp |
| Employer contribution / active EE | $930 | $5,244-82.3% | $4,814-80.7% | $4,740-80.4% |
| Participant deferral / active EE | $4,571 | $7,799-41.4% | $7,447-38.6% | $6,400-28.6% |
| Admin fee / account holder | $60,184 | $11,568+420.3% | $10,007+501.4% | $11,425+426.8% |