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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 | $159,452 | $138,076+15.5% | $123,553+29.1% | $135,380+17.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -6.67% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,010 | $6,800+76.6% | $6,426+86.9% | $5,609+114.1% |
| Admin fee / account holder | $15,224 | $10,917+39.5% | $9,284+64.0% | $10,828+40.6% |