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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 | $89,289 | $180,466-50.5% | $154,114-42.1% | $135,382-34.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.10% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $824 | $6,035-86.3% | $5,298-84.4% | $4,779-82.8% |
| Participant deferral / active EE | $2,545 | $5,806-56.2% | $5,081-49.9% | $5,609-54.6% |
| Admin fee / account holder | $1,097 | $16,144-93.2% | $13,411-91.8% | $10,829-89.9% |