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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 | $66,220 | $100,811-34.3% | $86,698-23.6% | $134,545-50.8% |
| Participation rate | 65.0% | 79.0%-14.0pp | 76.6%-11.6pp | 81.2%-16.2pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $676 | $3,490-80.6% | $2,837-76.2% | $4,742-85.7% |
| Participant deferral / active EE | $1,859 | $5,339-65.2% | $4,656-60.1% | $6,401-71.0% |
| Admin fee / account holder | $1,909 | $10,926-82.5% | $7,492-74.5% | $11,431-83.3% |