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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 | $63,504 | $167,353-62.1% | $143,797-55.8% | $134,545-52.8% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -16.31% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $5 | $5,620-99.9% | $4,952-99.9% | $4,742-99.9% |
| Participant deferral / active EE | $3,070 | $6,447-52.4% | $5,638-45.6% | $6,401-52.0% |
| Admin fee / account holder | $1,597 | $18,096-91.2% | $14,679-89.1% | $11,431-86.0% |