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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 | $165,603 | $138,075+19.9% | $123,552+34.0% | $135,379+22.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.70% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $894 | $5,152-82.7% | $4,628-80.7% | $4,779-81.3% |
| Participant deferral / active EE | $6,338 | $6,800-6.8% | $6,426-1.4% | $5,609+13.0% |
| Admin fee / account holder | $1,907 | $10,917-82.5% | $9,285-79.5% | $10,828-82.4% |