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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 | $72,447 | $167,522-56.8% | $151,639-52.2% | $134,532-46.1% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -18.62% | 7.81%-26.4pp | 3.34%-22.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $498 | $6,828-92.7% | $6,165-91.9% | $4,741-89.5% |
| Participant deferral / active EE | $6,750 | $8,986-24.9% | $8,363-19.3% | $6,401+5.5% |
| Admin fee / account holder | $557 | $13,780-96.0% | $11,613-95.2% | $11,429-95.1% |