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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 | $94,180 | $113,941-17.3% | $94,229-0.1% | $125,389-24.9% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | -3.03% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $653 | $4,727-86.2% | $3,587-81.8% | $4,866-86.6% |
| Participant deferral / active EE | $4,976 | $5,179-3.9% | $4,320+15.2% | $5,352-7.0% |
| Admin fee / account holder | $612 | $8,392-92.7% | $6,269-90.2% | $9,541-93.6% |