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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 | $74,989 | $167,362-55.2% | $143,799-47.9% | $134,532-44.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.73% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,066 | $5,620-81.0% | $4,952-78.5% | $4,741-77.5% |
| Participant deferral / active EE | $5,026 | $6,447-22.0% | $5,638-10.9% | $6,401-21.5% |
| Admin fee / account holder | $4,826 | $18,094-73.3% | $14,677-67.1% | $11,429-57.8% |