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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 | $116,794 | $211,946-44.9% | $169,452-31.1% | $135,382-13.7% |
| Participation rate | 64.3% | 82.6%-18.3pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -7.65% | 3.26%-10.9pp | 1.83%-9.5pp | 519.77%-527.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,447 | $6,075+39.0% | $5,277+60.1% | $5,609+50.6% |
| Admin fee / account holder | $520 | $11,472-95.5% | $9,110-94.3% | $10,829-95.2% |