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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 | $34,499 | $167,352-79.4% | $143,788-76.0% | $134,509-74.4% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,389 | $6,447-16.4% | $5,638-4.4% | $6,400-15.8% |
| Admin fee / account holder | $1,888 | $18,091-89.6% | $14,675-87.1% | $11,427-83.5% |