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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 | $68,064 | $167,504-59.4% | $151,628-55.1% | $134,509-49.4% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.5%-23.9pp | 81.2%-17.6pp |
| Annual return | -18.75% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,290 | $6,828-81.1% | $6,165-79.1% | $4,741-72.8% |
| Participant deferral / active EE | $5,782 | $8,985-35.6% | $8,363-30.9% | $6,400-9.7% |
| Admin fee / account holder | $948 | $13,779-93.1% | $11,613-91.8% | $11,427-91.7% |