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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 | $48,862 | $167,353-70.8% | $143,797-66.0% | $134,545-63.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $968 | $5,620-82.8% | $4,952-80.5% | $4,742-79.6% |
| Participant deferral / active EE | $5,547 | $6,447-14.0% | $5,638-1.6% | $6,401-13.4% |
| Admin fee / account holder | $1,897 | $18,096-89.5% | $14,679-87.1% | $11,431-83.4% |