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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 | $65,627 | $167,353-60.8% | $143,797-54.4% | $134,545-51.2% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -11.09% | 0.48%-11.6pp | -0.04%-11.0pp | 418.37%-429.5pp |
| Employer contribution / active EE | $10 | $5,620-99.8% | $4,952-99.8% | $4,742-99.8% |
| Participant deferral / active EE | $2,335 | $6,447-63.8% | $5,638-58.6% | $6,401-63.5% |
| Admin fee / account holder | $18,749 | $18,096+3.6% | $14,679+27.7% | $11,431+64.0% |