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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 | $224,886 | $138,114+62.8% | $125,391+79.3% | $134,545+67.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $221 | $5,246-95.8% | $4,816-95.4% | $4,742-95.3% |
| Participant deferral / active EE | $2,900 | $7,801-62.8% | $7,448-61.1% | $6,401-54.7% |
| Admin fee / account holder | $4,172 | $11,570-63.9% | $10,009-58.3% | $11,431-63.5% |