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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 | $48,330 | $167,352-71.1% | $143,788-66.4% | $134,509-64.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -14.71% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.8pp |
| Employer contribution / active EE | $890 | $5,620-84.2% | $4,952-82.0% | $4,741-81.2% |
| Participant deferral / active EE | $2,661 | $6,447-58.7% | $5,638-52.8% | $6,400-58.4% |
| Admin fee / account holder | $1,923 | $18,091-89.4% | $14,675-86.9% | $11,427-83.2% |