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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 | $23,550 | $159,978-85.3% | $147,041-84.0% | $145,978-83.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $142 | $5,288-97.3% | $4,935-97.1% | $4,662-97.0% |
| Participant deferral / active EE | $4,363 | $8,429-48.2% | $8,071-45.9% | $6,690-34.8% |
| Admin fee / account holder | $642 | $15,053-95.7% | $13,006-95.1% | $13,400-95.2% |