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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 | $46,238 | $167,362-72.4% | $143,799-67.8% | $134,532-65.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.44% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $981 | $5,620-82.5% | $4,952-80.2% | $4,741-79.3% |
| Participant deferral / active EE | $2,720 | $6,447-57.8% | $5,638-51.8% | $6,401-57.5% |
| Admin fee / account holder | $1,097 | $18,094-93.9% | $14,677-92.5% | $11,429-90.4% |