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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 | $37,252 | $127,386-70.8% | $115,037-67.6% | $125,388-70.3% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -2.50% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $604 | $5,166-88.3% | $4,608-86.9% | $4,866-87.6% |
| Participant deferral / active EE | $2,806 | $6,423-56.3% | $6,026-53.4% | $5,352-47.6% |
| Admin fee / account holder | $4,673 | $9,516-50.9% | $8,175-42.8% | $9,541-51.0% |