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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 | $23,502 | $158,852-85.2% | $121,220-80.6% | $135,379-82.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 71.8%-46.8pp | 82.6%-57.6pp |
| Annual return | -4.62% | -0.64%-4.0pp | 16.94%-21.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,144 | $4,006-71.5% | $3,345-65.8% | $5,609-79.6% |
| Admin fee / account holder | $1,530 | $6,515-76.5% | $5,021-69.5% | $10,828-85.9% |