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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 | $171,682 | $167,362+2.6% | $143,799+19.4% | $134,532+27.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -7.52% | 0.47%-8.0pp | -0.04%-7.5pp | 418.27%-425.8pp |
| Employer contribution / active EE | $1,115 | $5,620-80.2% | $4,952-77.5% | $4,741-76.5% |
| Participant deferral / active EE | $8,769 | $6,447+36.0% | $5,638+55.5% | $6,401+37.0% |
| Admin fee / account holder | $1,741 | $18,094-90.4% | $14,677-88.1% | $11,429-84.8% |