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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 | $31,011 | $167,362-81.5% | $143,799-78.4% | $134,532-76.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -15.22% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $942 | $5,620-83.2% | $4,952-81.0% | $4,741-80.1% |
| Participant deferral / active EE | $2,260 | $6,447-64.9% | $5,638-59.9% | $6,401-64.7% |
| Admin fee / account holder | $55,196 | $18,094+205.1% | $14,677+276.1% | $11,429+383.0% |