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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 | $48,300 | $56,197-14.1% | $67,652-28.6% | $59,633-19.0% |
| Participation rate | 65.0% | 71.5%-6.5pp | 75.7%-10.7pp | 68.7%-3.7pp |
| Annual return | -1.24% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,869 | $2,844+36.1% | $3,560+8.7% | $3,192+21.2% |
| Admin fee / account holder | $8,482 | $3,958+114.3% | $4,821+76.0% | $4,297+97.4% |