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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 | $215,005 | $190,862+12.6% | $159,991+34.4% | $134,509+59.8% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -15.79% | 552.59%-568.4pp | 408.82%-424.6pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,012 | $6,924-13.2% | $6,183-2.8% | $6,400-6.1% |
| Admin fee / account holder | $901 | $10,495-91.4% | $8,715-89.7% | $11,427-92.1% |