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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 | $143,116 | $97,761+46.4% | $83,850+70.7% | $135,382+5.7% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -6.93% | 1287.44%-1294.4pp | 850.92%-857.9pp | 519.77%-526.7pp |
| Employer contribution / active EE | $308 | $4,222-92.7% | $3,631-91.5% | $4,779-93.6% |
| Participant deferral / active EE | $1,421 | $4,682-69.6% | $4,082-65.2% | $5,609-74.7% |
| Admin fee / account holder | $25,571 | $6,674+283.1% | $5,478+366.8% | $10,829+136.1% |