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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 | $127,539 | $167,353-23.8% | $143,797-11.3% | $134,545-5.2% |
| Participation rate | 18.2% | 84.8%-66.6pp | 80.3%-62.1pp | 81.2%-63.1pp |
| Annual return | -17.03% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $1,103 | $5,620-80.4% | $4,952-77.7% | $4,742-76.7% |
| Participant deferral / active EE | $3,308 | $6,447-48.7% | $5,638-41.3% | $6,401-48.3% |
| Admin fee / account holder | $3,985 | $18,096-78.0% | $14,679-72.9% | $11,431-65.1% |