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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 | $145,236 | $167,353-13.2% | $143,797+1.0% | $134,545+7.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.07% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $916 | $5,620-83.7% | $4,952-81.5% | $4,742-80.7% |
| Participant deferral / active EE | $9,783 | $6,447+51.7% | $5,638+73.5% | $6,401+52.8% |
| Admin fee / account holder | $2,342 | $18,096-87.1% | $14,679-84.0% | $11,431-79.5% |