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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 | $90,288 | $129,959-30.5% | $104,301-13.4% | $134,532-32.9% |
| Participation rate | 44.4% | 79.5%-35.1pp | 73.3%-28.8pp | 81.2%-36.8pp |
| Annual return | -15.08% | 42.04%-57.1pp | 24.61%-39.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $269 | $4,185-93.6% | $3,373-92.0% | $4,741-94.3% |
| Participant deferral / active EE | $4,478 | $5,589-19.9% | $4,626-3.2% | $6,401-30.0% |
| Admin fee / account holder | $1,673 | $9,325-82.1% | $7,340-77.2% | $11,429-85.4% |