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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 | $70,659 | $167,352-57.8% | $143,788-50.9% | $134,509-47.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.39% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.5pp |
| Employer contribution / active EE | $758 | $5,620-86.5% | $4,952-84.7% | $4,741-84.0% |
| Participant deferral / active EE | $4,653 | $6,447-27.8% | $5,638-17.5% | $6,400-27.3% |
| Admin fee / account holder | $19,910 | $18,091+10.1% | $14,675+35.7% | $11,427+74.2% |