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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 | $116,186 | $167,362-30.6% | $143,799-19.2% | $134,532-13.6% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -0.42% | 0.47%-0.9pp | -0.04%-0.4pp | 418.27%-418.7pp |
| Employer contribution / active EE | $1,128 | $5,620-79.9% | $4,952-77.2% | $4,741-76.2% |
| Participant deferral / active EE | $2,272 | $6,447-64.8% | $5,638-59.7% | $6,401-64.5% |
| Admin fee / account holder | $824 | $18,094-95.4% | $14,677-94.4% | $11,429-92.8% |