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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 | $35,684 | $138,075-74.2% | $123,552-71.1% | $135,379-73.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.75% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $847 | $5,152-83.6% | $4,628-81.7% | $4,779-82.3% |
| Participant deferral / active EE | $4,226 | $6,800-37.9% | $6,426-34.2% | $5,609-24.7% |
| Admin fee / account holder | $1,017 | $10,917-90.7% | $9,285-89.0% | $10,828-90.6% |