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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 | $85,251 | $140,578-39.4% | $100,671-15.3% | $125,388-32.0% |
| Participation rate | 58.3% | 80.4%-22.1pp | 70.7%-12.4pp | 83.2%-24.9pp |
| Annual return | -3.17% | 24.67%-27.8pp | 20.43%-23.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,266 | $3,981+32.3% | $3,144+67.5% | $5,352-1.6% |
| Admin fee / account holder | $958 | $6,716-85.7% | $4,850-80.2% | $9,541-90.0% |