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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 | $90,333 | $211,946-57.4% | $169,452-46.7% | $135,379-33.3% |
| Participation rate | 44.4% | 82.6%-38.2pp | 77.8%-33.3pp | 82.6%-38.2pp |
| Annual return | -1.28% | 3.26%-4.5pp | 1.83%-3.1pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,606 | $6,075-73.6% | $5,277-69.6% | $5,609-71.4% |
| Admin fee / account holder | $1,809 | $11,472-84.2% | $9,110-80.1% | $10,828-83.3% |