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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 | $142,363 | $112,300+26.8% | $90,223+57.8% | $125,388+13.5% |
| Participation rate | 60.0% | 82.9%-22.9pp | 79.0%-19.0pp | 83.2%-23.2pp |
| Annual return | -2.89% | -0.57%-2.3pp | 1.31%-4.2pp | 282.24%-285.1pp |
| Employer contribution / active EE | $156 | $5,181-97.0% | $4,378-96.4% | $4,866-96.8% |
| Participant deferral / active EE | $8,520 | $6,733+26.5% | $5,792+47.1% | $5,352+59.2% |
| Admin fee / account holder | $481 | $10,990-95.6% | $7,406-93.5% | $9,541-95.0% |