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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 | $64,195 | $127,387-49.6% | $115,038-44.2% | $125,389-48.8% |
| Participation rate | 69.6% | 84.2%-14.6pp | 81.4%-11.8pp | 83.2%-13.6pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,205 | $6,423-50.1% | $6,026-46.8% | $5,352-40.1% |
| Admin fee / account holder | $6,551 | $9,516-31.2% | $8,175-19.9% | $9,541-31.3% |