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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 | $191,622 | $138,075+38.8% | $123,552+55.1% | $135,379+41.5% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -4.75% | 153.70%-158.4pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $872 | $5,152-83.1% | $4,628-81.2% | $4,779-81.7% |
| Participant deferral / active EE | $3,537 | $6,800-48.0% | $6,426-45.0% | $5,609-36.9% |
| Admin fee / account holder | $13,828 | $10,917+26.7% | $9,285+48.9% | $10,828+27.7% |