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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 | $72,277 | $167,362-56.8% | $143,799-49.7% | $134,532-46.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,136 | $5,620-79.8% | $4,952-77.1% | $4,741-76.0% |
| Participant deferral / active EE | $4,459 | $6,447-30.8% | $5,638-20.9% | $6,401-30.3% |
| Admin fee / account holder | $2,005 | $18,094-88.9% | $14,677-86.3% | $11,429-82.5% |