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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 | $64,357 | $211,946-69.6% | $169,452-62.0% | $135,379-52.5% |
| Participation rate | 28.6% | 82.6%-54.1pp | 77.8%-49.2pp | 82.6%-54.1pp |
| Annual return | -2.40% | 3.26%-5.7pp | 1.83%-4.2pp | 519.79%-522.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,450 | $6,075-76.1% | $5,277-72.5% | $5,609-74.1% |
| Admin fee / account holder | $7,332 | $11,472-36.1% | $9,110-19.5% | $10,828-32.3% |