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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 | $176,661 | $142,409+24.1% | $119,634+47.7% | $134,545+31.3% |
| Participation rate | 58.8% | 82.8%-24.0pp | 79.3%-20.4pp | 81.2%-22.4pp |
| Annual return | -15.71% | -12.46%-3.3pp | -14.98%-0.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $933 | $5,224-82.1% | $4,232-78.0% | $4,742-80.3% |
| Participant deferral / active EE | $5,491 | $6,468-15.1% | $5,601-2.0% | $6,401-14.2% |
| Admin fee / account holder | $1,706 | $13,594-87.5% | $10,329-83.5% | $11,431-85.1% |