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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 | $52,412 | $113,941-54.0% | $94,229-44.4% | $125,389-58.2% |
| Participation rate | 53.8% | 82.9%-29.0pp | 78.8%-24.9pp | 83.2%-29.3pp |
| Annual return | -2.71% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,403 | $5,179-53.6% | $4,320-44.4% | $5,352-55.1% |
| Admin fee / account holder | $3,973 | $8,392-52.7% | $6,269-36.6% | $9,541-58.4% |