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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 | $60,393 | $175,646-65.6% | $129,118-53.2% | $134,545-55.1% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.2%-34.4pp | 81.2%-38.4pp |
| Annual return | -17.18% | -11.39%-5.8pp | -10.94%-6.2pp | 418.37%-435.5pp |
| Employer contribution / active EE | $668 | $6,355-89.5% | $5,051-86.8% | $4,742-85.9% |
| Participant deferral / active EE | $5,919 | $7,970-25.7% | $6,539-9.5% | $6,401-7.5% |
| Admin fee / account holder | $4,966 | $23,578-78.9% | $14,305-65.3% | $11,431-56.6% |