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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 | $114,097 | $167,353-31.8% | $143,797-20.7% | $134,545-15.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -16.46% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $425 | $5,620-92.4% | $4,952-91.4% | $4,742-91.0% |
| Participant deferral / active EE | $2,595 | $6,447-59.7% | $5,638-54.0% | $6,401-59.5% |
| Admin fee / account holder | $933 | $18,096-94.8% | $14,679-93.6% | $11,431-91.8% |