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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 | $29,775 | $127,387-76.6% | $115,038-74.1% | $125,389-76.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -0.02% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $512 | $5,166-90.1% | $4,608-88.9% | $4,866-89.5% |
| Participant deferral / active EE | $2,621 | $6,423-59.2% | $6,026-56.5% | $5,352-51.0% |
| Admin fee / account holder | $25,693 | $9,516+170.0% | $8,175+214.3% | $9,541+169.3% |