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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 | $105,755 | $167,353-36.8% | $143,797-26.5% | $134,545-21.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.00% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,088 | $5,620-80.6% | $4,952-78.0% | $4,742-77.1% |
| Participant deferral / active EE | $4,804 | $6,447-25.5% | $5,638-14.8% | $6,401-25.0% |
| Admin fee / account holder | $24,576 | $18,096+35.8% | $14,679+67.4% | $11,431+115.0% |