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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 | $129,709 | $138,114-6.1% | $125,391+3.4% | $134,545-3.6% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -18.45% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $654 | $5,246-87.5% | $4,816-86.4% | $4,742-86.2% |
| Participant deferral / active EE | $3,378 | $7,801-56.7% | $7,448-54.7% | $6,401-47.2% |
| Admin fee / account holder | $85,022 | $11,570+634.8% | $10,009+749.5% | $11,431+643.8% |