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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 | $87,308 | $140,592-37.9% | $123,106-29.1% | $125,388-30.4% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -1.31% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $266 | $6,041-95.6% | $5,151-94.8% | $4,866-94.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $412 | $11,198-96.3% | $9,015-95.4% | $9,541-95.7% |