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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 | $30,578 | $167,352-81.7% | $143,788-78.7% | $134,509-77.3% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -11.03% | 0.47%-11.5pp | -0.03%-11.0pp | 418.13%-429.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,159 | $6,447-66.5% | $5,638-61.7% | $6,400-66.3% |
| Admin fee / account holder | $421 | $18,091-97.7% | $14,675-97.1% | $11,427-96.3% |