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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 | $71,064 | $109,908-35.3% | $97,161-26.9% | $145,978-51.3% |
| Participation rate | 56.3% | 75.9%-19.7pp | 72.7%-16.4pp | 80.3%-24.0pp |
| Annual return | 0.00% | 243.80%-243.8pp | 75.36%-75.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $322 | $3,077-89.5% | $2,723-88.2% | $4,662-93.1% |
| Participant deferral / active EE | $880 | $4,679-81.2% | $4,265-79.4% | $6,690-86.8% |
| Admin fee / account holder | $12,948 | $6,213+108.4% | $5,647+129.3% | $13,400-3.4% |