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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 | $169,905 | $138,076+23.1% | $123,553+37.5% | $135,380+25.5% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -5.56% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,090 | $6,800-25.1% | $6,426-20.8% | $5,609-9.3% |
| Admin fee / account holder | $1,680 | $10,917-84.6% | $9,284-81.9% | $10,828-84.5% |