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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 | $42,700 | $167,353-74.5% | $143,797-70.3% | $134,545-68.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -16.94% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $825 | $5,620-85.3% | $4,952-83.3% | $4,742-82.6% |
| Participant deferral / active EE | $4,444 | $6,447-31.1% | $5,638-21.2% | $6,401-30.6% |
| Admin fee / account holder | $2,486 | $18,096-86.3% | $14,679-83.1% | $11,431-78.3% |