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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 | $74,907 | $167,353-55.2% | $143,797-47.9% | $134,545-44.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -17.36% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,119 | $5,620-80.1% | $4,952-77.4% | $4,742-76.4% |
| Participant deferral / active EE | $3,199 | $6,447-50.4% | $5,638-43.3% | $6,401-50.0% |
| Admin fee / account holder | $449 | $18,096-97.5% | $14,679-96.9% | $11,431-96.1% |