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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 | $60,738 | $167,352-63.7% | $143,788-57.8% | $134,509-54.8% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -20.01% | 0.47%-20.5pp | -0.03%-20.0pp | 418.13%-438.1pp |
| Employer contribution / active EE | $822 | $5,620-85.4% | $4,952-83.4% | $4,741-82.7% |
| Participant deferral / active EE | $2,325 | $6,447-63.9% | $5,638-58.8% | $6,400-63.7% |
| Admin fee / account holder | $808 | $18,091-95.5% | $14,675-94.5% | $11,427-92.9% |