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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 | $57,836 | $167,362-65.4% | $143,799-59.8% | $134,532-57.0% |
| Participation rate | 46.7% | 84.8%-38.2pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -5.98% | 0.47%-6.5pp | -0.04%-5.9pp | 418.27%-424.2pp |
| Employer contribution / active EE | $1,133 | $5,620-79.8% | $4,952-77.1% | $4,741-76.1% |
| Participant deferral / active EE | $5,285 | $6,447-18.0% | $5,638-6.3% | $6,401-17.4% |
| Admin fee / account holder | $3,272 | $18,094-81.9% | $14,677-77.7% | $11,429-71.4% |