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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 | $186,760 | $167,362+11.6% | $143,799+29.9% | $134,532+38.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.02% | 0.47%-15.5pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,080 | $5,620-80.8% | $4,952-78.2% | $4,741-77.2% |
| Participant deferral / active EE | $13,438 | $6,447+108.4% | $5,638+138.3% | $6,401+109.9% |
| Admin fee / account holder | $3,762 | $18,094-79.2% | $14,677-74.4% | $11,429-67.1% |