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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 | $136,555 | $167,353-18.4% | $143,797-5.0% | $134,545+1.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -17.53% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $83 | $5,620-98.5% | $4,952-98.3% | $4,742-98.2% |
| Participant deferral / active EE | $17,500 | $6,447+171.4% | $5,638+210.4% | $6,401+173.4% |
| Admin fee / account holder | $1,592 | $18,096-91.2% | $14,679-89.2% | $11,431-86.1% |