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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 | $108,228 | $167,533-35.4% | $151,645-28.6% | $134,545-19.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.21% | 7.81%-19.0pp | 3.34%-14.5pp | 418.37%-429.6pp |
| Employer contribution / active EE | $1,120 | $6,828-83.6% | $6,165-81.8% | $4,742-76.4% |
| Participant deferral / active EE | $6,833 | $8,985-23.9% | $8,363-18.3% | $6,401+6.7% |
| Admin fee / account holder | $1,257 | $13,781-90.9% | $11,614-89.2% | $11,431-89.0% |