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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 | $84,040 | $167,362-49.8% | $143,799-41.6% | $134,532-37.5% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -18.69% | 0.47%-19.2pp | -0.04%-18.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,037 | $5,620-81.5% | $4,952-79.1% | $4,741-78.1% |
| Participant deferral / active EE | $3,425 | $6,447-46.9% | $5,638-39.3% | $6,401-46.5% |
| Admin fee / account holder | $2,223 | $18,094-87.7% | $14,677-84.9% | $11,429-80.5% |