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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 | $77,706 | $167,353-53.6% | $143,797-46.0% | $134,545-42.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.56% | 0.48%-20.0pp | -0.04%-19.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $369 | $5,620-93.4% | $4,952-92.5% | $4,742-92.2% |
| Participant deferral / active EE | $2,350 | $6,447-63.5% | $5,638-58.3% | $6,401-63.3% |
| Admin fee / account holder | $402 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |