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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 | $47,724 | $167,323-71.5% | $143,770-66.8% | $134,493-64.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -4.55% | 0.47%-5.0pp | -0.04%-4.5pp | 418.01%-422.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,557 | $6,446-44.8% | $5,638-36.9% | $6,400-44.4% |
| Admin fee / account holder | $3,182 | $18,088-82.4% | $14,673-78.3% | $11,425-72.1% |