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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 | $116,695 | $167,362-30.3% | $143,799-18.8% | $134,532-13.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.49% | 0.47%-19.0pp | -0.04%-18.4pp | 418.27%-436.8pp |
| Employer contribution / active EE | $700 | $5,620-87.6% | $4,952-85.9% | $4,741-85.2% |
| Participant deferral / active EE | $2,515 | $6,447-61.0% | $5,638-55.4% | $6,401-60.7% |
| Admin fee / account holder | $942 | $18,094-94.8% | $14,677-93.6% | $11,429-91.8% |