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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 | $131,610 | $167,352-21.4% | $143,788-8.5% | $134,509-2.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -17.34% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,004 | $5,620-82.1% | $4,952-79.7% | $4,741-78.8% |
| Participant deferral / active EE | $11,252 | $6,447+74.5% | $5,638+99.6% | $6,400+75.8% |
| Admin fee / account holder | $8,184 | $18,091-54.8% | $14,675-44.2% | $11,427-28.4% |