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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 | $70,068 | $167,362-58.1% | $143,799-51.3% | $134,532-47.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -14.15% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $825 | $5,620-85.3% | $4,952-83.3% | $4,741-82.6% |
| Participant deferral / active EE | $5,453 | $6,447-15.4% | $5,638-3.3% | $6,401-14.8% |
| Admin fee / account holder | $708 | $18,094-96.1% | $14,677-95.2% | $11,429-93.8% |