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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 | $185,561 | $167,353+10.9% | $143,797+29.0% | $134,545+37.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.48% | 0.48%-18.0pp | -0.04%-17.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $46 | $5,620-99.2% | $4,952-99.1% | $4,742-99.0% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $1,446 | $18,096-92.0% | $14,679-90.1% | $11,431-87.3% |