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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 | $125,498 | $167,352-25.0% | $143,788-12.7% | $134,509-6.7% |
| Participation rate | 45.0% | 84.8%-39.8pp | 80.3%-35.3pp | 81.2%-36.2pp |
| Annual return | -16.00% | 0.47%-16.5pp | -0.03%-16.0pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,070 | $5,620-81.0% | $4,952-78.4% | $4,741-77.4% |
| Participant deferral / active EE | $3,599 | $6,447-44.2% | $5,638-36.2% | $6,400-43.8% |
| Admin fee / account holder | $888 | $18,091-95.1% | $14,675-93.9% | $11,427-92.2% |