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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 | $103,998 | $138,078-24.7% | $125,363-17.0% | $134,509-22.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.67% | 750.49%-771.2pp | 572.15%-592.8pp | 418.13%-438.8pp |
| Employer contribution / active EE | $848 | $5,245-83.8% | $4,815-82.4% | $4,741-82.1% |
| Participant deferral / active EE | $7,268 | $7,800-6.8% | $7,447-2.4% | $6,400+13.5% |
| Admin fee / account holder | $1,311 | $11,566-88.7% | $10,005-86.9% | $11,427-88.5% |