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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 | $88,446 | $113,941-22.4% | $94,229-6.1% | $125,389-29.5% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -0.29% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $620 | $4,727-86.9% | $3,587-82.7% | $4,866-87.3% |
| Participant deferral / active EE | $1,546 | $5,179-70.1% | $4,320-64.2% | $5,352-71.1% |
| Admin fee / account holder | $1,432 | $8,392-82.9% | $6,269-77.2% | $9,541-85.0% |