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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 | $155,942 | $180,459-13.6% | $154,108+1.2% | $135,380+15.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -5.83% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,222 | $6,035-79.8% | $5,298-76.9% | $4,779-74.4% |
| Participant deferral / active EE | $4,047 | $5,806-30.3% | $5,081-20.3% | $5,609-27.8% |
| Admin fee / account holder | $24,473 | $16,145+51.6% | $13,411+82.5% | $10,828+126.0% |