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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 | $68,052 | $167,362-59.3% | $143,799-52.7% | $134,532-49.4% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.92% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $52 | $5,620-99.1% | $4,952-98.9% | $4,741-98.9% |
| Participant deferral / active EE | $6,286 | $6,447-2.5% | $5,638+11.5% | $6,401-1.8% |
| Admin fee / account holder | $1,540 | $18,094-91.5% | $14,677-89.5% | $11,429-86.5% |