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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 | $144,294 | $138,078+4.5% | $125,363+15.1% | $134,509+7.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -13.56% | 750.49%-764.1pp | 572.15%-585.7pp | 418.13%-431.7pp |
| Employer contribution / active EE | $934 | $5,245-82.2% | $4,815-80.6% | $4,741-80.3% |
| Participant deferral / active EE | $4,285 | $7,800-45.1% | $7,447-42.5% | $6,400-33.1% |
| Admin fee / account holder | $769 | $11,566-93.3% | $10,005-92.3% | $11,427-93.3% |