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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 | $77,811 | $147,167-47.1% | $111,392-30.1% | $135,379-42.5% |
| Participation rate | 47.1% | 84.0%-37.0pp | 78.9%-31.8pp | 82.6%-35.6pp |
| Annual return | -5.17% | -4.44%-0.7pp | -2.06%-3.1pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,140 | $5,204-78.1% | $4,328-73.7% | $4,779-76.2% |
| Participant deferral / active EE | $4,272 | $6,565-34.9% | $5,567-23.3% | $5,609-23.8% |
| Admin fee / account holder | $1,032 | $20,270-94.9% | $12,266-91.6% | $10,828-90.5% |