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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 | $63,130 | $105,210-40.0% | $159,487-60.4% | $85,851-26.5% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.8%-15.2pp | 69.3%-1.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $580 | $3,319-82.5% | $4,831-88.0% | $2,565-77.4% |
| Participant deferral / active EE | $2,773 | $5,946-53.4% | $7,354-62.3% | $3,952-29.8% |
| Admin fee / account holder | $828 | $6,934-88.1% | $10,804-92.3% | $6,261-86.8% |