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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 | $88,015 | $167,533-47.5% | $151,645-42.0% | $134,545-34.6% |
| Participation rate | 46.2% | 88.4%-42.2pp | 87.5%-41.3pp | 81.2%-35.1pp |
| Annual return | -16.22% | 7.81%-24.0pp | 3.34%-19.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $699 | $6,828-89.8% | $6,165-88.7% | $4,742-85.3% |
| Participant deferral / active EE | $5,387 | $8,985-40.0% | $8,363-35.6% | $6,401-15.8% |
| Admin fee / account holder | $15,710 | $13,781+14.0% | $11,614+35.3% | $11,431+37.4% |