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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 | $32,960 | $167,353-80.3% | $143,797-77.1% | $134,545-75.5% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.9pp |
| Annual return | -17.02% | 0.48%-17.5pp | -0.04%-17.0pp | 418.37%-435.4pp |
| Employer contribution / active EE | $722 | $5,620-87.2% | $4,952-85.4% | $4,742-84.8% |
| Participant deferral / active EE | $3,688 | $6,447-42.8% | $5,638-34.6% | $6,401-42.4% |
| Admin fee / account holder | $1,248 | $18,096-93.1% | $14,679-91.5% | $11,431-89.1% |