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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 | $180,819 | $138,102+30.9% | $125,381+44.2% | $134,532+34.4% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.88% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $569 | $5,245-89.1% | $4,815-88.2% | $4,741-88.0% |
| Participant deferral / active EE | $7,468 | $7,801-4.3% | $7,448+0.3% | $6,401+16.7% |
| Admin fee / account holder | $1,304 | $11,568-88.7% | $10,007-87.0% | $11,429-88.6% |