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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 | $57,776 | $167,353-65.5% | $143,797-59.8% | $134,545-57.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -10.02% | 0.48%-10.5pp | -0.04%-10.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $993 | $5,620-82.3% | $4,952-80.0% | $4,742-79.1% |
| Participant deferral / active EE | $3,146 | $6,447-51.2% | $5,638-44.2% | $6,401-50.9% |
| Admin fee / account holder | $446 | $18,096-97.5% | $14,679-97.0% | $11,431-96.1% |