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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 | $58,774 | $167,362-64.9% | $143,799-59.1% | $134,532-56.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -18.59% | 0.47%-19.1pp | -0.04%-18.5pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,047 | $5,620-81.4% | $4,952-78.9% | $4,741-77.9% |
| Participant deferral / active EE | $2,335 | $6,447-63.8% | $5,638-58.6% | $6,401-63.5% |
| Admin fee / account holder | $698 | $18,094-96.1% | $14,677-95.2% | $11,429-93.9% |