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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 | $54,354 | $142,361-61.8% | $119,608-54.6% | $134,509-59.6% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -17.63% | -12.46%-5.2pp | -14.98%-2.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,029 | $5,224-80.3% | $4,232-75.7% | $4,741-78.3% |
| Participant deferral / active EE | $3,424 | $6,468-47.1% | $5,601-38.9% | $6,400-46.5% |
| Admin fee / account holder | $1,954 | $13,588-85.6% | $10,326-81.1% | $11,427-82.9% |