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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 | $94,368 | $158,852-40.6% | $121,220-22.2% | $135,379-30.3% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.8%-51.8pp | 82.6%-62.6pp |
| Annual return | -8.92% | -0.64%-8.3pp | 16.94%-25.9pp | 519.79%-528.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,240 | $4,006-69.0% | $3,345-62.9% | $5,609-77.9% |
| Admin fee / account holder | $540 | $6,515-91.7% | $5,021-89.3% | $10,828-95.0% |