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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 | $159,247 | $138,102+15.3% | $125,381+27.0% | $134,532+18.4% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -10.89% | 750.73%-761.6pp | 572.31%-583.2pp | 418.27%-429.2pp |
| Employer contribution / active EE | $954 | $5,245-81.8% | $4,815-80.2% | $4,741-79.9% |
| Participant deferral / active EE | $3,357 | $7,801-57.0% | $7,448-54.9% | $6,401-47.6% |
| Admin fee / account holder | $2,765 | $11,568-76.1% | $10,007-72.4% | $11,429-75.8% |