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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 | $158,992 | $167,522-5.1% | $151,639+4.8% | $134,532+18.2% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -17.59% | 7.81%-25.4pp | 3.34%-20.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,024 | $8,986-21.8% | $8,363-16.0% | $6,401+9.7% |
| Admin fee / account holder | $2,099 | $13,780-84.8% | $11,613-81.9% | $11,429-81.6% |