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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 | $18,858 | $167,353-88.7% | $143,797-86.9% | $134,545-86.0% |
| Participation rate | 42.1% | 84.8%-42.7pp | 80.3%-38.2pp | 81.2%-39.1pp |
| Annual return | -0.73% | 0.48%-1.2pp | -0.04%-0.7pp | 418.37%-419.1pp |
| Employer contribution / active EE | $580 | $5,620-89.7% | $4,952-88.3% | $4,742-87.8% |
| Participant deferral / active EE | $2,167 | $6,447-66.4% | $5,638-61.6% | $6,401-66.1% |
| Admin fee / account holder | $650 | $18,096-96.4% | $14,679-95.6% | $11,431-94.3% |