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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 | $54,977 | $167,352-67.1% | $143,788-61.8% | $134,509-59.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,048 | $5,620-81.4% | $4,952-78.8% | $4,741-77.9% |
| Participant deferral / active EE | $2,637 | $6,447-59.1% | $5,638-53.2% | $6,400-58.8% |
| Admin fee / account holder | $835 | $18,091-95.4% | $14,675-94.3% | $11,427-92.7% |