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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 | $224,931 | $167,362+34.4% | $143,799+56.4% | $134,532+67.2% |
| Participation rate | 8.3% | 84.8%-76.5pp | 80.3%-72.0pp | 81.2%-72.9pp |
| Annual return | -17.67% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $914 | $5,620-83.7% | $4,952-81.6% | $4,741-80.7% |
| Participant deferral / active EE | $2,230 | $6,447-65.4% | $5,638-60.5% | $6,401-65.2% |
| Admin fee / account holder | $614 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |