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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 | $52,218 | $167,352-68.8% | $143,788-63.7% | $134,509-61.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $689 | $5,620-87.7% | $4,952-86.1% | $4,741-85.5% |
| Participant deferral / active EE | $4,530 | $6,447-29.7% | $5,638-19.7% | $6,400-29.2% |
| Admin fee / account holder | $6,550 | $18,091-63.8% | $14,675-55.4% | $11,427-42.7% |