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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 | $177,087 | $138,072+28.3% | $123,549+43.3% | $135,382+30.8% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -4.01% | 153.69%-157.7pp | 119.20%-123.2pp | 519.77%-523.8pp |
| Employer contribution / active EE | $756 | $5,152-85.3% | $4,628-83.7% | $4,779-84.2% |
| Participant deferral / active EE | $2,593 | $6,799-61.9% | $6,426-59.6% | $5,609-53.8% |
| Admin fee / account holder | $5,279 | $10,917-51.6% | $9,284-43.1% | $10,829-51.2% |