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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 | $51,180 | $65,367-21.7% | $92,915-44.9% | $72,976-29.9% |
| Participation rate | 22.9% | 68.3%-45.4pp | 76.0%-53.1pp | 69.5%-46.6pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $201 | $2,594-92.2% | $3,653-94.5% | $2,440-91.8% |
| Participant deferral / active EE | $1,552 | $3,128-50.4% | $4,238-63.4% | $3,608-57.0% |
| Admin fee / account holder | $3,361 | $4,251-20.9% | $5,796-42.0% | $5,124-34.4% |