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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 | $164,651 | $167,362-1.6% | $143,799+14.5% | $134,532+22.4% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -18.40% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $631 | $5,620-88.8% | $4,952-87.3% | $4,741-86.7% |
| Participant deferral / active EE | $3,252 | $6,447-49.6% | $5,638-42.3% | $6,401-49.2% |
| Admin fee / account holder | $15,607 | $18,094-13.7% | $14,677+6.3% | $11,429+36.6% |