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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 | $69,134 | $127,387-45.7% | $115,038-39.9% | $125,389-44.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -0.47% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,907 | $6,423+23.1% | $6,026+31.2% | $5,352+47.7% |
| Admin fee / account holder | $2,689 | $9,516-71.7% | $8,175-67.1% | $9,541-71.8% |