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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 | $87,535 | $167,522-47.7% | $151,639-42.3% | $134,532-34.9% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -15.59% | 7.81%-23.4pp | 3.34%-18.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,364 | $6,828-80.0% | $6,165-77.9% | $4,741-71.2% |
| Participant deferral / active EE | $4,572 | $8,986-49.1% | $8,363-45.3% | $6,401-28.6% |
| Admin fee / account holder | $16,965 | $13,780+23.1% | $11,613+46.1% | $11,429+48.4% |