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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 | $28,479 | $167,353-83.0% | $143,797-80.2% | $134,545-78.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -11.59% | 0.48%-12.1pp | -0.04%-11.5pp | 418.37%-430.0pp |
| Employer contribution / active EE | $524 | $5,620-90.7% | $4,952-89.4% | $4,742-88.9% |
| Participant deferral / active EE | $5,644 | $6,447-12.5% | $5,638+0.1% | $6,401-11.8% |
| Admin fee / account holder | $1,250 | $18,096-93.1% | $14,679-91.5% | $11,431-89.1% |