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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 | $77,395 | $167,353-53.8% | $143,797-46.2% | $134,545-42.5% |
| Participation rate | 29.2% | 84.8%-55.7pp | 80.3%-51.2pp | 81.2%-52.1pp |
| Annual return | -15.87% | 0.48%-16.4pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $918 | $5,620-83.7% | $4,952-81.5% | $4,742-80.6% |
| Participant deferral / active EE | $2,574 | $6,447-60.1% | $5,638-54.3% | $6,401-59.8% |
| Admin fee / account holder | $509 | $18,096-97.2% | $14,679-96.5% | $11,431-95.5% |