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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 | $111,546 | $142,392-21.7% | $119,622-6.8% | $134,532-17.1% |
| Participation rate | 36.4% | 82.8%-46.5pp | 79.3%-42.9pp | 81.2%-44.9pp |
| Annual return | -15.15% | -12.46%-2.7pp | -14.98%-0.2pp | 418.27%-433.4pp |
| Employer contribution / active EE | $846 | $5,224-83.8% | $4,232-80.0% | $4,741-82.2% |
| Participant deferral / active EE | $3,458 | $6,467-46.5% | $5,601-38.3% | $6,401-46.0% |
| Admin fee / account holder | $9,815 | $13,593-27.8% | $10,328-5.0% | $11,429-14.1% |