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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 | $118,160 | $166,242-28.9% | $165,071-28.4% | $145,884-19.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $729 | $5,283-86.2% | $4,347-83.2% | $4,662-84.4% |
| Participant deferral / active EE | $4,819 | $6,964-30.8% | $6,035-20.1% | $6,690-28.0% |
| Admin fee / account holder | $6,547 | $16,658-60.7% | $12,695-48.4% | $13,392-51.1% |