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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 | $61,327 | $167,353-63.4% | $143,797-57.4% | $134,545-54.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -16.79% | 0.48%-17.3pp | -0.04%-16.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,364 | $6,447-47.8% | $5,638-40.3% | $6,401-47.4% |
| Admin fee / account holder | $2,576 | $18,096-85.8% | $14,679-82.5% | $11,431-77.5% |