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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 | $173,992 | $167,362+4.0% | $143,799+21.0% | $134,532+29.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -11.97% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $447 | $5,620-92.0% | $4,952-91.0% | $4,741-90.6% |
| Participant deferral / active EE | $2,986 | $6,447-53.7% | $5,638-47.0% | $6,401-53.3% |
| Admin fee / account holder | $1,421 | $18,094-92.1% | $14,677-90.3% | $11,429-87.6% |