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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 | $161,865 | $167,362-3.3% | $143,799+12.6% | $134,532+20.3% |
| Participation rate | 23.1% | 84.8%-61.7pp | 80.3%-57.2pp | 81.2%-58.2pp |
| Annual return | -18.18% | 0.47%-18.7pp | -0.04%-18.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,045 | $5,620-81.4% | $4,952-78.9% | $4,741-78.0% |
| Participant deferral / active EE | $3,403 | $6,447-47.2% | $5,638-39.6% | $6,401-46.8% |
| Admin fee / account holder | $19,801 | $18,094+9.4% | $14,677+34.9% | $11,429+73.3% |