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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 | $154,643 | $138,078+12.0% | $125,363+23.4% | $134,509+15.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -16.93% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,389 | $7,800+20.4% | $7,447+26.1% | $6,400+46.7% |
| Admin fee / account holder | $361 | $11,566-96.9% | $10,005-96.4% | $11,427-96.8% |