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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 | $93,775 | $92,684+1.2% | $82,706+13.4% | $134,509-30.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.49% | 945.84%-966.3pp | 701.76%-722.3pp | 418.13%-438.6pp |
| Employer contribution / active EE | $113 | $3,272-96.5% | $3,007-96.2% | $4,741-97.6% |
| Participant deferral / active EE | $2,076 | $4,800-56.7% | $4,394-52.7% | $6,400-67.6% |
| Admin fee / account holder | $3,275 | $5,982-45.3% | $5,329-38.5% | $11,427-71.3% |