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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 | $117,600 | $211,946-44.5% | $169,452-30.6% | $135,380-13.1% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -5.52% | 3.26%-8.8pp | 1.83%-7.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,809 | $6,075-37.3% | $5,277-27.8% | $5,609-32.1% |
| Admin fee / account holder | $1,431 | $11,472-87.5% | $9,110-84.3% | $10,828-86.8% |