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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 | $91,476 | $138,075-33.7% | $123,552-26.0% | $135,379-32.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.81% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $468 | $5,152-90.9% | $4,628-89.9% | $4,779-90.2% |
| Participant deferral / active EE | $2,993 | $6,800-56.0% | $6,426-53.4% | $5,609-46.6% |
| Admin fee / account holder | $370 | $10,917-96.6% | $9,285-96.0% | $10,828-96.6% |