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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 | $26,407 | $167,362-84.2% | $143,799-81.6% | $134,532-80.4% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -8.52% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $645 | $5,620-88.5% | $4,952-87.0% | $4,741-86.4% |
| Participant deferral / active EE | $2,182 | $6,447-66.2% | $5,638-61.3% | $6,401-65.9% |
| Admin fee / account holder | $5,929 | $18,094-67.2% | $14,677-59.6% | $11,429-48.1% |