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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 | $103,263 | $167,362-38.3% | $143,799-28.2% | $134,532-23.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.05% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $833 | $5,620-85.2% | $4,952-83.2% | $4,741-82.4% |
| Participant deferral / active EE | $2,424 | $6,447-62.4% | $5,638-57.0% | $6,401-62.1% |
| Admin fee / account holder | $2,156 | $18,094-88.1% | $14,677-85.3% | $11,429-81.1% |