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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 | $70,730 | $95,979-26.3% | $74,551-5.1% | $135,380-47.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -3.80% | 56.97%-60.8pp | 32.53%-36.3pp | 519.81%-523.6pp |
| Employer contribution / active EE | $231 | $2,716-91.5% | $1,961-88.2% | $4,779-95.2% |
| Participant deferral / active EE | $1,235 | $3,844-67.9% | $3,108-60.3% | $5,609-78.0% |
| Admin fee / account holder | $47,827 | $6,522+633.3% | $5,059+845.3% | $10,828+341.7% |