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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 | $73,715 | $113,941-35.3% | $94,229-21.8% | $125,389-41.2% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | -0.76% | 5.29%-6.1pp | 10.68%-11.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $18,010 | $5,179+247.7% | $4,320+316.9% | $5,352+236.5% |
| Admin fee / account holder | $25,305 | $8,392+201.6% | $6,269+303.6% | $9,541+165.2% |