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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 | $138,042 | $138,1020% | $125,381+10.1% | $134,532+2.6% |
| Participation rate | 30.4% | 84.5%-54.1pp | 82.4%-51.9pp | 81.2%-50.8pp |
| Annual return | -20.02% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $706 | $5,245-86.5% | $4,815-85.3% | $4,741-85.1% |
| Participant deferral / active EE | $3,141 | $7,801-59.7% | $7,448-57.8% | $6,401-50.9% |
| Admin fee / account holder | $3,119 | $11,568-73.0% | $10,007-68.8% | $11,429-72.7% |