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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 | $49,938 | $176,105-71.6% | $159,474-68.7% | $167,536-70.2% |
| Participation rate | 7.1% | 85.0%-77.8pp | 82.8%-75.7pp | 82.1%-75.0pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $686 | $5,299-87.1% | $4,831-85.8% | $4,839-85.8% |
| Participant deferral / active EE | $2,860 | $7,751-63.1% | $7,353-61.1% | $6,342-54.9% |
| Admin fee / account holder | $381 | $12,559-97.0% | $10,802-96.5% | $12,315-96.9% |