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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 | $158,298 | $138,075+14.6% | $123,552+28.1% | $135,379+16.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -5.98% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $289 | $5,152-94.4% | $4,628-93.7% | $4,779-93.9% |
| Participant deferral / active EE | $5,286 | $6,800-22.3% | $6,426-17.7% | $5,609-5.8% |
| Admin fee / account holder | $15,527 | $10,917+42.2% | $9,285+67.2% | $10,828+43.4% |