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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 | $88,657 | $142,409-37.7% | $119,634-25.9% | $134,545-34.1% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.3%-43.6pp | 81.2%-45.5pp |
| Annual return | -16.11% | -12.46%-3.7pp | -14.98%-1.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,046 | $5,224-80.0% | $4,232-75.3% | $4,742-77.9% |
| Participant deferral / active EE | $3,308 | $6,468-48.9% | $5,601-40.9% | $6,401-48.3% |
| Admin fee / account holder | $1,158 | $13,594-91.5% | $10,329-88.8% | $11,431-89.9% |