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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 | $89,364 | $138,102-35.3% | $125,381-28.7% | $134,532-33.6% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $17 | $5,245-99.7% | $4,815-99.7% | $4,741-99.6% |
| Participant deferral / active EE | $3,770 | $7,801-51.7% | $7,448-49.4% | $6,401-41.1% |
| Admin fee / account holder | $832 | $11,568-92.8% | $10,007-91.7% | $11,429-92.7% |