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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 | $34,676 | $127,386-72.8% | $115,037-69.9% | $125,388-72.3% |
| Participation rate | 63.2% | 84.2%-21.0pp | 81.4%-18.2pp | 83.2%-20.0pp |
| Annual return | -0.45% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $201 | $5,166-96.1% | $4,608-95.6% | $4,866-95.9% |
| Participant deferral / active EE | $2,616 | $6,423-59.3% | $6,026-56.6% | $5,352-51.1% |
| Admin fee / account holder | $22,004 | $9,516+131.2% | $8,175+169.2% | $9,541+130.6% |