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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 | $63,476 | $167,352-62.1% | $143,788-55.9% | $134,509-52.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -14.04% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $975 | $5,620-82.6% | $4,952-80.3% | $4,741-79.4% |
| Participant deferral / active EE | $3,638 | $6,447-43.6% | $5,638-35.5% | $6,400-43.2% |
| Admin fee / account holder | $644 | $18,091-96.4% | $14,675-95.6% | $11,427-94.4% |