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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 | $133,489 | $167,353-20.2% | $143,797-7.2% | $134,545-0.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.90% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $728 | $5,620-87.1% | $4,952-85.3% | $4,742-84.7% |
| Participant deferral / active EE | $9,701 | $6,447+50.5% | $5,638+72.1% | $6,401+51.6% |
| Admin fee / account holder | $387 | $18,096-97.9% | $14,679-97.4% | $11,431-96.6% |