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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 | $67,793 | $167,362-59.5% | $143,799-52.9% | $134,532-49.6% |
| Participation rate | 69.6% | 84.8%-15.3pp | 80.3%-10.8pp | 81.2%-11.7pp |
| Annual return | -17.60% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $436 | $5,620-92.3% | $4,952-91.2% | $4,741-90.8% |
| Participant deferral / active EE | $3,691 | $6,447-42.8% | $5,638-34.5% | $6,401-42.3% |
| Admin fee / account holder | $4,644 | $18,094-74.3% | $14,677-68.4% | $11,429-59.4% |