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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 | $105,428 | $138,076-23.6% | $123,553-14.7% | $135,380-22.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.11% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $642 | $5,152-87.5% | $4,628-86.1% | $4,779-86.6% |
| Participant deferral / active EE | $3,255 | $6,800-52.1% | $6,426-49.3% | $5,609-42.0% |
| Admin fee / account holder | $37,935 | $10,917+247.5% | $9,284+308.6% | $10,828+250.3% |