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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 | $123,955 | $168,636-26.5% | $147,618-16.0% | $125,388-1.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.02% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,219 | $6,252-80.5% | $5,565-78.1% | $4,866-75.0% |
| Participant deferral / active EE | $3,621 | $5,507-34.2% | $4,895-26.0% | $5,352-32.3% |
| Admin fee / account holder | $47,965 | $13,580+253.2% | $11,612+313.1% | $9,541+402.7% |