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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 | $130,983 | $138,072-5.1% | $123,549+6.0% | $135,382-3.2% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | -3.24% | 153.69%-156.9pp | 119.20%-122.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $486 | $5,152-90.6% | $4,628-89.5% | $4,779-89.8% |
| Participant deferral / active EE | $4,344 | $6,799-36.1% | $6,426-32.4% | $5,609-22.6% |
| Admin fee / account holder | $18,090 | $10,917+65.7% | $9,284+94.8% | $10,829+67.1% |