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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 | $90,808 | $84,684+7.2% | $73,835+23.0% | $125,388-27.6% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -0.19% | 3123.93%-3124.1pp | 2268.13%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,000 | $3,993+75.3% | $3,583+95.4% | $5,352+30.8% |
| Admin fee / account holder | $23,282 | $5,691+309.1% | $4,880+377.1% | $9,541+144.0% |