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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 | $100,436 | $167,533-40.1% | $151,645-33.8% | $134,545-25.4% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.0pp | 81.2%-36.8pp |
| Annual return | -18.93% | 7.81%-26.7pp | 3.34%-22.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,007 | $6,828-85.3% | $6,165-83.7% | $4,742-78.8% |
| Participant deferral / active EE | $3,978 | $8,985-55.7% | $8,363-52.4% | $6,401-37.9% |
| Admin fee / account holder | $1,582 | $13,781-88.5% | $11,614-86.4% | $11,431-86.2% |