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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 | $21,166 | $167,362-87.4% | $143,799-85.3% | $134,532-84.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.62% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $721 | $5,620-87.2% | $4,952-85.4% | $4,741-84.8% |
| Participant deferral / active EE | $7,813 | $6,447+21.2% | $5,638+38.6% | $6,401+22.1% |
| Admin fee / account holder | $402 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |