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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 | $25,073 | $167,362-85.0% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -17.67% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $920 | $5,620-83.6% | $4,952-81.4% | $4,741-80.6% |
| Participant deferral / active EE | $2,665 | $6,447-58.7% | $5,638-52.7% | $6,401-58.4% |
| Admin fee / account holder | $3,148 | $18,094-82.6% | $14,677-78.5% | $11,429-72.5% |