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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 | $116,101 | $190,916-39.2% | $160,037-27.5% | $134,545-13.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -16.88% | 552.79%-569.7pp | 408.95%-425.8pp | 418.37%-435.3pp |
| Employer contribution / active EE | $410 | $4,996-91.8% | $4,226-90.3% | $4,742-91.4% |
| Participant deferral / active EE | $2,147 | $6,925-69.0% | $6,184-65.3% | $6,401-66.5% |
| Admin fee / account holder | $12,514 | $10,497+19.2% | $8,716+43.6% | $11,431+9.5% |