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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 | $77,846 | $211,288-63.2% | $178,540-56.4% | $145,884-46.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,385 | $6,967-65.8% | $6,281-62.0% | $6,690-64.4% |
| Admin fee / account holder | $1,011 | $12,105-91.7% | $10,424-90.3% | $13,392-92.5% |