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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 | $139,789 | $142,409-1.8% | $119,634+16.8% | $134,545+3.9% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -19.91% | -12.46%-7.5pp | -14.98%-4.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $793 | $5,224-84.8% | $4,232-81.3% | $4,742-83.3% |
| Participant deferral / active EE | $5,147 | $6,468-20.4% | $5,601-8.1% | $6,401-19.6% |
| Admin fee / account holder | $1,685 | $13,594-87.6% | $10,329-83.7% | $11,431-85.3% |