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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 | $34,314 | $167,362-79.5% | $143,799-76.1% | $134,532-74.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -8.42% | 0.47%-8.9pp | -0.04%-8.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,957 | $6,447-23.1% | $5,638-12.1% | $6,401-22.6% |
| Admin fee / account holder | $1,969 | $18,094-89.1% | $14,677-86.6% | $11,429-82.8% |