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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 | $169,310 | $167,362+1.2% | $143,799+17.7% | $134,532+25.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -13.80% | 0.47%-14.3pp | -0.04%-13.8pp | 418.27%-432.1pp |
| Employer contribution / active EE | $871 | $5,620-84.5% | $4,952-82.4% | $4,741-81.6% |
| Participant deferral / active EE | $3,690 | $6,447-42.8% | $5,638-34.6% | $6,401-42.3% |
| Admin fee / account holder | $2,501 | $18,094-86.2% | $14,677-83.0% | $11,429-78.1% |