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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 | $107,166 | $211,946-49.4% | $169,452-36.8% | $135,379-20.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.37% | 3.26%-10.6pp | 1.83%-9.2pp | 519.79%-527.2pp |
| Employer contribution / active EE | $334 | $5,117-93.5% | $4,157-92.0% | $4,779-93.0% |
| Participant deferral / active EE | $7,679 | $6,075+26.4% | $5,277+45.5% | $5,609+36.9% |
| Admin fee / account holder | $12,448 | $11,472+8.5% | $9,110+36.6% | $10,828+15.0% |