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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 | $66,580 | $167,353-60.2% | $143,797-53.7% | $134,545-50.5% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -15.29% | 0.48%-15.8pp | -0.04%-15.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $929 | $5,620-83.5% | $4,952-81.2% | $4,742-80.4% |
| Participant deferral / active EE | $3,222 | $6,447-50.0% | $5,638-42.9% | $6,401-49.7% |
| Admin fee / account holder | $726 | $18,096-96.0% | $14,679-95.1% | $11,431-93.6% |