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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 | $122,803 | $167,353-26.6% | $143,797-14.6% | $134,545-8.7% |
| Participation rate | 30.8% | 84.8%-54.1pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -17.66% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $733 | $5,620-87.0% | $4,952-85.2% | $4,742-84.5% |
| Participant deferral / active EE | $4,338 | $6,447-32.7% | $5,638-23.1% | $6,401-32.2% |
| Admin fee / account holder | $13,033 | $18,096-28.0% | $14,679-11.2% | $11,431+14.0% |