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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 | $37,140 | $167,352-77.8% | $143,788-74.2% | $134,509-72.4% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -16.51% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.6pp |
| Employer contribution / active EE | $1,068 | $5,620-81.0% | $4,952-78.4% | $4,741-77.5% |
| Participant deferral / active EE | $4,269 | $6,447-33.8% | $5,638-24.3% | $6,400-33.3% |
| Admin fee / account holder | $7,049 | $18,091-61.0% | $14,675-52.0% | $11,427-38.3% |