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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 | $104,842 | $142,392-26.4% | $119,622-12.4% | $134,532-22.1% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | 3.31% | -12.46%+15.8pp | -14.98%+18.3pp | 418.27%-415.0pp |
| Employer contribution / active EE | $497 | $5,224-90.5% | $4,232-88.3% | $4,741-89.5% |
| Participant deferral / active EE | $3,332 | $6,467-48.5% | $5,601-40.5% | $6,401-47.9% |
| Admin fee / account holder | $973 | $13,593-92.8% | $10,328-90.6% | $11,429-91.5% |