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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 | $46,808 | $127,386-63.3% | $115,037-59.3% | $125,388-62.7% |
| Participation rate | 52.9% | 84.2%-31.2pp | 81.4%-28.4pp | 83.2%-30.2pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,600 | $6,423-59.5% | $6,026-56.9% | $5,352-51.4% |
| Admin fee / account holder | $743 | $9,516-92.2% | $8,175-90.9% | $9,541-92.2% |