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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 | $60,522 | $107,809-43.9% | $90,657-33.2% | $135,379-55.3% |
| Participation rate | 47.1% | 78.0%-31.0pp | 74.0%-27.0pp | 82.6%-35.6pp |
| Annual return | -5.08% | -0.90%-4.2pp | 1.89%-7.0pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $868 | $3,872-77.6% | $3,424-74.7% | $5,609-84.5% |
| Admin fee / account holder | $1,305 | $5,931-78.0% | $4,994-73.9% | $10,828-87.9% |