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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 | $226,022 | $138,102+63.7% | $125,381+80.3% | $134,532+68.0% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -19.20% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $659 | $5,245-87.4% | $4,815-86.3% | $4,741-86.1% |
| Participant deferral / active EE | $4,323 | $7,801-44.6% | $7,448-42.0% | $6,401-32.5% |
| Admin fee / account holder | $1,525 | $11,568-86.8% | $10,007-84.8% | $11,429-86.7% |