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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 | $110,901 | $142,392-22.1% | $119,622-7.3% | $134,532-17.6% |
| Participation rate | 64.7% | 82.8%-18.1pp | 79.3%-14.6pp | 81.2%-16.5pp |
| Annual return | -19.71% | -12.46%-7.2pp | -14.98%-4.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $642 | $5,224-87.7% | $4,232-84.8% | $4,741-86.5% |
| Participant deferral / active EE | $5,669 | $6,467-12.3% | $5,601+1.2% | $6,401-11.4% |
| Admin fee / account holder | $17,966 | $13,593+32.2% | $10,328+74.0% | $11,429+57.2% |