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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 | $47,277 | $185,312-74.5% | $161,489-70.7% | $154,746-69.4% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.7%-43.0pp | 80.7%-45.0pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,393 | $6,350-62.3% | $5,630-57.5% | $6,730-64.4% |
| Admin fee / account holder | $2,068 | $18,654-88.9% | $16,006-87.1% | $14,365-85.6% |