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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 | $33,613 | $167,353-79.9% | $143,797-76.6% | $134,545-75.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -11.50% | 0.48%-12.0pp | -0.04%-11.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $833 | $5,620-85.2% | $4,952-83.2% | $4,742-82.4% |
| Participant deferral / active EE | $3,060 | $6,447-52.5% | $5,638-45.7% | $6,401-52.2% |
| Admin fee / account holder | $7,726 | $18,096-57.3% | $14,679-47.4% | $11,431-32.4% |