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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 | $27,653 | $175,212-84.2% | $149,682-81.5% | $139,427-80.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $838 | $5,475-84.7% | $4,818-82.6% | $4,752-82.4% |
| Participant deferral / active EE | $5,625 | $6,520-13.7% | $5,681-1.0% | $6,711-16.2% |
| Admin fee / account holder | $651 | $16,150-96.0% | $13,210-95.1% | $11,404-94.3% |