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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 | $106,992 | $165,351-35.3% | $149,710-28.5% | $158,931-32.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,517 | $7,181-37.1% | $6,842-34.0% | $5,982-24.5% |
| Admin fee / account holder | $690 | $10,807-93.6% | $9,309-92.6% | $11,247-93.9% |