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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 | $57,347 | $138,114-58.5% | $125,391-54.3% | $134,545-57.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 2.79% | 750.88%-748.1pp | 572.41%-569.6pp | 418.37%-415.6pp |
| Employer contribution / active EE | $101 | $5,246-98.1% | $4,816-97.9% | $4,742-97.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $606 | $11,570-94.8% | $10,009-93.9% | $11,431-94.7% |