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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 | $36,570 | $167,522-78.2% | $151,639-75.9% | $134,532-72.8% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -19.56% | 7.81%-27.4pp | 3.34%-22.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,169 | $6,828-82.9% | $6,165-81.0% | $4,741-75.3% |
| Participant deferral / active EE | $3,784 | $8,986-57.9% | $8,363-54.8% | $6,401-40.9% |
| Admin fee / account holder | $1,401 | $13,780-89.8% | $11,613-87.9% | $11,429-87.7% |