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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 | $38,331 | $167,362-77.1% | $143,799-73.3% | $134,532-71.5% |
| Participation rate | 41.7% | 84.8%-43.2pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -18.63% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,004 | $5,620-82.1% | $4,952-79.7% | $4,741-78.8% |
| Participant deferral / active EE | $2,799 | $6,447-56.6% | $5,638-50.4% | $6,401-56.3% |
| Admin fee / account holder | $622 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |