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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 | $104,506 | $183,539-43.1% | $155,556-32.8% | $145,897-28.4% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 0.00% | 61.31%-61.3pp | 64.84%-64.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $433 | $5,315-91.8% | $4,675-90.7% | $4,663-90.7% |
| Participant deferral / active EE | $5,078 | $6,467-21.5% | $5,631-9.8% | $6,689-24.1% |
| Admin fee / account holder | $687 | $19,275-96.4% | $15,885-95.7% | $13,390-94.9% |