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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 | $151,400 | $167,362-9.5% | $143,799+5.3% | $134,532+12.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.64% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $582 | $5,620-89.6% | $4,952-88.2% | $4,741-87.7% |
| Participant deferral / active EE | $9,278 | $6,447+43.9% | $5,638+64.6% | $6,401+45.0% |
| Admin fee / account holder | $1,682 | $18,094-90.7% | $14,677-88.5% | $11,429-85.3% |