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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 | $34,933 | $127,387-72.6% | $115,038-69.6% | $125,389-72.1% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $463 | $5,166-91.0% | $4,608-90.0% | $4,866-90.5% |
| Participant deferral / active EE | $3,050 | $6,423-52.5% | $6,026-49.4% | $5,352-43.0% |
| Admin fee / account holder | $3,805 | $9,516-60.0% | $8,175-53.5% | $9,541-60.1% |