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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 | $201,380 | $138,078+45.8% | $125,363+60.6% | $134,509+49.7% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -18.79% | 750.49%-769.3pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $546 | $5,245-89.6% | $4,815-88.6% | $4,741-88.5% |
| Participant deferral / active EE | $5,317 | $7,800-31.8% | $7,447-28.6% | $6,400-16.9% |
| Admin fee / account holder | $1,809 | $11,566-84.4% | $10,005-81.9% | $11,427-84.2% |