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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 | $32,391 | $127,387-74.6% | $115,038-71.8% | $125,389-74.2% |
| Participation rate | 30.8% | 84.2%-53.4pp | 81.4%-50.6pp | 83.2%-52.4pp |
| Annual return | -3.19% | 31.28%-34.5pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $834 | $5,166-83.9% | $4,608-81.9% | $4,866-82.9% |
| Participant deferral / active EE | $3,782 | $6,423-41.1% | $6,026-37.2% | $5,352-29.3% |
| Admin fee / account holder | $2,381 | $9,516-75.0% | $8,175-70.9% | $9,541-75.0% |