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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 | $117,701 | $167,323-29.7% | $143,770-18.1% | $134,493-12.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -18.97% | 0.47%-19.4pp | -0.04%-18.9pp | 418.01%-437.0pp |
| Employer contribution / active EE | $269 | $5,619-95.2% | $4,951-94.6% | $4,740-94.3% |
| Participant deferral / active EE | $3,007 | $6,446-53.4% | $5,638-46.7% | $6,400-53.0% |
| Admin fee / account holder | $2,911 | $18,088-83.9% | $14,673-80.2% | $11,425-74.5% |