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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 | $208,571 | $138,075+51.1% | $123,552+68.8% | $135,379+54.1% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -4.72% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $191 | $5,152-96.3% | $4,628-95.9% | $4,779-96.0% |
| Participant deferral / active EE | $5,302 | $6,800-22.0% | $6,426-17.5% | $5,609-5.5% |
| Admin fee / account holder | $4,420 | $10,917-59.5% | $9,285-52.4% | $10,828-59.2% |