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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 | $46,620 | $127,387-63.4% | $115,038-59.5% | $125,389-62.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.25% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,071 | $6,423-67.8% | $6,026-65.6% | $5,352-61.3% |
| Admin fee / account holder | $20,522 | $9,516+115.6% | $8,175+151.0% | $9,541+115.1% |