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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 | $177,767 | $138,102+28.7% | $125,381+41.8% | $134,532+32.1% |
| Participation rate | 17.6% | 84.5%-66.8pp | 82.4%-64.7pp | 81.2%-63.6pp |
| Annual return | -18.76% | 750.73%-769.5pp | 572.31%-591.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $535 | $5,245-89.8% | $4,815-88.9% | $4,741-88.7% |
| Participant deferral / active EE | $4,956 | $7,801-36.5% | $7,448-33.5% | $6,401-22.6% |
| Admin fee / account holder | $782 | $11,568-93.2% | $10,007-92.2% | $11,429-93.2% |