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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 | $110,482 | $167,504-34.0% | $151,628-27.1% | $134,509-17.9% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -9.00% | 7.81%-16.8pp | 3.34%-12.3pp | 418.13%-427.1pp |
| Employer contribution / active EE | $454 | $6,828-93.4% | $6,165-92.6% | $4,741-90.4% |
| Participant deferral / active EE | $3,892 | $8,985-56.7% | $8,363-53.5% | $6,400-39.2% |
| Admin fee / account holder | $1,701 | $13,779-87.7% | $11,613-85.4% | $11,427-85.1% |