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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 | $178,704 | $138,102+29.4% | $125,381+42.5% | $134,532+32.8% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -20.40% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $477 | $5,245-90.9% | $4,815-90.1% | $4,741-89.9% |
| Participant deferral / active EE | $4,418 | $7,801-43.4% | $7,448-40.7% | $6,401-31.0% |
| Admin fee / account holder | $958 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |