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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 | $163,418 | $167,353-2.4% | $143,797+13.6% | $134,545+21.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.51% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $89 | $5,620-98.4% | $4,952-98.2% | $4,742-98.1% |
| Participant deferral / active EE | $7,647 | $6,447+18.6% | $5,638+35.6% | $6,401+19.5% |
| Admin fee / account holder | $653 | $18,096-96.4% | $14,679-95.6% | $11,431-94.3% |