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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 | $37,622 | $167,353-77.5% | $143,797-73.8% | $134,545-72.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -2.62% | 0.48%-3.1pp | -0.04%-2.6pp | 418.37%-421.0pp |
| Employer contribution / active EE | $386 | $5,620-93.1% | $4,952-92.2% | $4,742-91.9% |
| Participant deferral / active EE | $2,657 | $6,447-58.8% | $5,638-52.9% | $6,401-58.5% |
| Admin fee / account holder | $422 | $18,096-97.7% | $14,679-97.1% | $11,431-96.3% |