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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 | $67,810 | $72,071-5.9% | $68,368-0.8% | $137,256-50.6% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,050 | $4,410+195.9% | $4,123+216.5% | $6,407+103.7% |
| Admin fee / account holder | $440 | $5,336-91.8% | $5,150-91.5% | $12,270-96.4% |