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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 | $171,017 | $133,998+27.6% | $112,263+52.3% | $134,545+27.1% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -19.71% | 47.17%-66.9pp | 27.49%-47.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $75 | $4,040-98.1% | $3,636-97.9% | $4,742-98.4% |
| Participant deferral / active EE | $6,153 | $5,292+16.3% | $4,729+30.1% | $6,401-3.9% |
| Admin fee / account holder | $5,074 | $7,493-32.3% | $6,410-20.9% | $11,431-55.6% |