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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 | $63,053 | $127,387-50.5% | $115,038-45.2% | $125,389-49.7% |
| Participation rate | 61.1% | 84.2%-23.0pp | 81.4%-20.3pp | 83.2%-22.1pp |
| Annual return | -2.39% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,828 | $6,423-40.4% | $6,026-36.5% | $5,352-28.5% |
| Admin fee / account holder | $428 | $9,516-95.5% | $8,175-94.8% | $9,541-95.5% |