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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 | $132,247 | $138,102-4.2% | $125,381+5.5% | $134,532-1.7% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -18.17% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $463 | $5,245-91.2% | $4,815-90.4% | $4,741-90.2% |
| Participant deferral / active EE | $3,362 | $7,801-56.9% | $7,448-54.9% | $6,401-47.5% |
| Admin fee / account holder | $8,822 | $11,568-23.7% | $10,007-11.8% | $11,429-22.8% |