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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 | $141,582 | $127,386+11.1% | $115,037+23.1% | $125,388+12.9% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | -3.28% | 31.28%-34.6pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,632 | $6,423+18.8% | $6,026+26.6% | $5,352+42.6% |
| Admin fee / account holder | $936 | $9,516-90.2% | $8,175-88.6% | $9,541-90.2% |