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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 | $103,495 | $167,533-38.2% | $151,645-31.8% | $134,545-23.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.85% | 7.81%-26.7pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $585 | $6,828-91.4% | $6,165-90.5% | $4,742-87.7% |
| Participant deferral / active EE | $10,988 | $8,985+22.3% | $8,363+31.4% | $6,401+71.6% |
| Admin fee / account holder | $1,641 | $13,781-88.1% | $11,614-85.9% | $11,431-85.6% |