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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 | $148,283 | $160,059-7.4% | $140,019+5.9% | $135,380+9.5% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -4.90% | 911.48%-916.4pp | 651.17%-656.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $597 | $6,420-90.7% | $5,605-89.4% | $4,779-87.5% |
| Participant deferral / active EE | $10,800 | $7,641+41.3% | $6,927+55.9% | $5,609+92.5% |
| Admin fee / account holder | $10,866 | $13,328-18.5% | $10,705+1.5% | $10,828+0.3% |