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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 | $238,127 | $138,102+72.4% | $125,381+89.9% | $134,532+77.0% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -19.06% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $343 | $5,245-93.5% | $4,815-92.9% | $4,741-92.8% |
| Participant deferral / active EE | $3,857 | $7,801-50.6% | $7,448-48.2% | $6,401-39.7% |
| Admin fee / account holder | $25,544 | $11,568+120.8% | $10,007+155.3% | $11,429+123.5% |