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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 | $197,576 | $88,585+123.0% | $69,884+182.7% | $134,532+46.9% |
| Participation rate | 22.2% | 74.9%-52.7pp | 70.5%-48.3pp | 81.2%-59.0pp |
| Annual return | -16.90% | 442.80%-459.7pp | 190.81%-207.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $303 | $3,235-90.6% | $2,560-88.2% | $4,741-93.6% |
| Participant deferral / active EE | $2,894 | $4,770-39.3% | $3,848-24.8% | $6,401-54.8% |
| Admin fee / account holder | $2,140 | $10,441-79.5% | $6,266-65.8% | $11,429-81.3% |