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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 | $113,956 | $138,102-17.5% | $125,381-9.1% | $134,532-15.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.31% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $963 | $5,245-81.6% | $4,815-80.0% | $4,741-79.7% |
| Participant deferral / active EE | $2,605 | $7,801-66.6% | $7,448-65.0% | $6,401-59.3% |
| Admin fee / account holder | $1,346 | $11,568-88.4% | $10,007-86.5% | $11,429-88.2% |