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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 | $34,038 | $167,362-79.7% | $143,799-76.3% | $134,532-74.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.48% | 0.47%-18.0pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,138 | $5,620-79.7% | $4,952-77.0% | $4,741-76.0% |
| Participant deferral / active EE | $3,806 | $6,447-41.0% | $5,638-32.5% | $6,401-40.5% |
| Admin fee / account holder | $560 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |