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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 | $120,572 | $167,504-28.0% | $151,628-20.5% | $134,509-10.4% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -17.53% | 7.81%-25.3pp | 3.34%-20.9pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,489 | $6,828-78.2% | $6,165-75.8% | $4,741-68.6% |
| Participant deferral / active EE | $11,289 | $8,985+25.6% | $8,363+35.0% | $6,400+76.4% |
| Admin fee / account holder | $18,750 | $13,779+36.1% | $11,613+61.5% | $11,427+64.1% |