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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 | $165,389 | $138,076+19.8% | $123,553+33.9% | $135,380+22.2% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -7.04% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $602 | $5,152-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $3,467 | $6,800-49.0% | $6,426-46.1% | $5,609-38.2% |
| Admin fee / account holder | $1,420 | $10,917-87.0% | $9,284-84.7% | $10,828-86.9% |