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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 | $84,359 | $127,387-33.8% | $115,038-26.7% | $125,389-32.7% |
| Participation rate | 38.1% | 84.2%-46.1pp | 81.4%-43.3pp | 83.2%-45.1pp |
| Annual return | -0.97% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,000 | $6,423-68.9% | $6,026-66.8% | $5,352-62.6% |
| Admin fee / account holder | $667 | $9,516-93.0% | $8,175-91.8% | $9,541-93.0% |