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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 | $141,578 | $167,353-15.4% | $143,797-1.5% | $134,545+5.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.80% | 0.48%-17.3pp | -0.04%-16.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,027 | $5,620-81.7% | $4,952-79.3% | $4,742-78.3% |
| Participant deferral / active EE | $5,122 | $6,447-20.6% | $5,638-9.2% | $6,401-20.0% |
| Admin fee / account holder | $2,202 | $18,096-87.8% | $14,679-85.0% | $11,431-80.7% |