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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 | $123,295 | $172,111-28.4% | $150,298-18.0% | $137,256-10.2% |
| Participation rate | 10.0% | 81.7%-71.7pp | 77.8%-67.8pp | 80.0%-70.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $753 | $4,636-83.8% | $4,154-81.9% | $4,156-81.9% |
| Participant deferral / active EE | $3,182 | $6,166-48.4% | $5,453-41.7% | $6,407-50.3% |
| Admin fee / account holder | $1,460 | $16,471-91.1% | $14,116-89.7% | $12,270-88.1% |