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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 | $125,452 | $167,353-25.0% | $143,797-12.8% | $134,545-6.8% |
| Participation rate | 22.2% | 84.8%-62.6pp | 80.3%-58.1pp | 81.2%-59.0pp |
| Annual return | -18.75% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,032 | $5,620-81.6% | $4,952-79.2% | $4,742-78.2% |
| Participant deferral / active EE | $4,738 | $6,447-26.5% | $5,638-16.0% | $6,401-26.0% |
| Admin fee / account holder | $8,574 | $18,096-52.6% | $14,679-41.6% | $11,431-25.0% |