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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 | $50,788 | $97,732-48.0% | $83,831-39.4% | $135,380-62.5% |
| Participation rate | 38.9% | 80.0%-41.1pp | 76.1%-37.3pp | 82.6%-43.8pp |
| Annual return | -3.28% | 1287.56%-1290.8pp | 850.99%-854.3pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,067 | $4,683-55.9% | $4,082-49.4% | $5,609-63.2% |
| Admin fee / account holder | $15,394 | $6,675+130.6% | $5,479+181.0% | $10,828+42.2% |