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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 | $185,312-33.5% | $161,489-23.7% | $154,746-20.3% |
| Participation rate | 10.0% | 82.5%-72.5pp | 78.7%-68.7pp | 80.7%-70.7pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $753 | $4,769-84.2% | $4,268-82.4% | $4,379-82.8% |
| Participant deferral / active EE | $3,182 | $6,350-49.9% | $5,630-43.5% | $6,730-52.7% |
| Admin fee / account holder | $1,460 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |