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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 | $237,700 | $138,102+72.1% | $125,381+89.6% | $134,532+76.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.66% | 750.73%-765.4pp | 572.31%-587.0pp | 418.27%-432.9pp |
| Employer contribution / active EE | $554 | $5,245-89.4% | $4,815-88.5% | $4,741-88.3% |
| Participant deferral / active EE | $12,533 | $7,801+60.7% | $7,448+68.3% | $6,401+95.8% |
| Admin fee / account holder | $7,411 | $11,568-35.9% | $10,007-25.9% | $11,429-35.2% |