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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 | $61,542 | $167,352-63.2% | $143,788-57.2% | $134,509-54.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -12.58% | 0.47%-13.1pp | -0.03%-12.5pp | 418.13%-430.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,684 | $6,447+3.7% | $5,638+18.6% | $6,400+4.4% |
| Admin fee / account holder | $1,749 | $18,091-90.3% | $14,675-88.1% | $11,427-84.7% |