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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 | $156,233 | $97,729+59.9% | $83,830+86.4% | $135,379+15.4% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | -7.62% | 1287.52%-1295.1pp | 850.97%-858.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $597 | $4,222-85.9% | $3,631-83.6% | $4,779-87.5% |
| Participant deferral / active EE | $3,559 | $4,683-24.0% | $4,082-12.8% | $5,609-36.6% |
| Admin fee / account holder | $4,279 | $6,674-35.9% | $5,479-21.9% | $10,828-60.5% |