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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 | $44,110 | $167,352-73.6% | $143,788-69.3% | $134,509-67.2% |
| Participation rate | 31.6% | 84.8%-53.2pp | 80.3%-48.7pp | 81.2%-49.6pp |
| Annual return | -16.02% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $802 | $5,620-85.7% | $4,952-83.8% | $4,741-83.1% |
| Participant deferral / active EE | $2,230 | $6,447-65.4% | $5,638-60.5% | $6,400-65.2% |
| Admin fee / account holder | $7,420 | $18,091-59.0% | $14,675-49.4% | $11,427-35.1% |