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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 | $39,306 | $167,504-76.5% | $151,628-74.1% | $134,509-70.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.08% | 7.81%-21.9pp | 3.34%-17.4pp | 418.13%-432.2pp |
| Employer contribution / active EE | $1,056 | $6,828-84.5% | $6,165-82.9% | $4,741-77.7% |
| Participant deferral / active EE | $6,423 | $8,985-28.5% | $8,363-23.2% | $6,400+0.4% |
| Admin fee / account holder | $3,191 | $13,779-76.8% | $11,613-72.5% | $11,427-72.1% |