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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 | $139,806 | $167,362-16.5% | $143,799-2.8% | $134,532+3.9% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -14.22% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $382 | $5,620-93.2% | $4,952-92.3% | $4,741-91.9% |
| Participant deferral / active EE | $2,532 | $6,447-60.7% | $5,638-55.1% | $6,401-60.4% |
| Admin fee / account holder | $344 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |