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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 | $174,937 | $138,076+26.7% | $123,553+41.6% | $135,380+29.2% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -4.88% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $618 | $5,152-88.0% | $4,628-86.7% | $4,779-87.1% |
| Participant deferral / active EE | $8,873 | $6,800+30.5% | $6,426+38.1% | $5,609+58.2% |
| Admin fee / account holder | $37,927 | $10,917+247.4% | $9,284+308.5% | $10,828+250.3% |