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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 | $52,703 | $167,352-68.5% | $143,788-63.3% | $134,509-60.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -18.98% | 0.47%-19.4pp | -0.03%-18.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,881 | $6,447-55.3% | $5,638-48.9% | $6,400-55.0% |
| Admin fee / account holder | $674 | $18,091-96.3% | $14,675-95.4% | $11,427-94.1% |