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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 | $20,351 | $73,546-72.3% | $63,018-67.7% | $147,586-86.2% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.8%-56.6pp | 82.8%-64.6pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $122 | $3,324-96.3% | $2,761-95.6% | $4,876-97.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,879 | $5,956-68.5% | $3,601-47.8% | $10,886-82.7% |