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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 | $82,976 | $82,630+0.4% | $64,105+29.4% | $125,388-33.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.08% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,358 | $3,608-6.9% | $2,822+19.0% | $5,352-37.3% |
| Admin fee / account holder | $964 | $6,382-84.9% | $4,499-78.6% | $9,541-89.9% |