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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 | $75,475 | $87,544-13.8% | $75,784-0.4% | $125,388-39.8% |
| Participation rate | 35.7% | 80.2%-44.5pp | 75.8%-40.1pp | 83.2%-47.5pp |
| Annual return | -0.59% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $202 | $3,930-94.9% | $3,323-93.9% | $4,866-95.8% |
| Participant deferral / active EE | $1,195 | $4,229-71.8% | $3,652-67.3% | $5,352-77.7% |
| Admin fee / account holder | $6,952 | $6,502+6.9% | $5,300+31.2% | $9,541-27.1% |