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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 | $30,179 | $92,766-67.5% | $82,763-63.5% | $134,545-77.6% |
| Participation rate | 5.9% | 75.2%-69.3pp | 72.6%-66.7pp | 81.2%-75.4pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $216 | $3,273-93.4% | $3,008-92.8% | $4,742-95.4% |
| Participant deferral / active EE | $1,588 | $4,802-66.9% | $4,395-63.9% | $6,401-75.2% |
| Admin fee / account holder | $683 | $5,978-88.6% | $5,325-87.2% | $11,431-94.0% |