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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 | $55,128 | $167,362-67.1% | $143,799-61.7% | $134,532-59.0% |
| Participation rate | 35.7% | 84.8%-49.1pp | 80.3%-44.6pp | 81.2%-45.5pp |
| Annual return | -18.04% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $853 | $5,620-84.8% | $4,952-82.8% | $4,741-82.0% |
| Participant deferral / active EE | $4,159 | $6,447-35.5% | $5,638-26.2% | $6,401-35.0% |
| Admin fee / account holder | $6,063 | $18,094-66.5% | $14,677-58.7% | $11,429-46.9% |