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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 | $78,319 | $133,998-41.6% | $112,263-30.2% | $134,545-41.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -0.84% | 47.17%-48.0pp | 27.49%-28.3pp | 418.37%-419.2pp |
| Employer contribution / active EE | $562 | $4,040-86.1% | $3,636-84.5% | $4,742-88.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $653 | $7,493-91.3% | $6,410-89.8% | $11,431-94.3% |