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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 | $56,693 | $127,386-55.5% | $115,037-50.7% | $125,388-54.8% |
| Participation rate | 36.4% | 84.2%-47.8pp | 81.4%-45.0pp | 83.2%-46.8pp |
| Annual return | -3.35% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,022 | $6,423-53.0% | $6,026-49.9% | $5,352-43.5% |
| Admin fee / account holder | $28,500 | $9,516+199.5% | $8,175+248.6% | $9,541+198.7% |