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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 | $43,834 | $99,644-56.0% | $86,438-49.3% | $134,532-67.4% |
| Participation rate | 45.8% | 82.1%-36.2pp | 80.3%-34.5pp | 81.2%-35.4pp |
| Annual return | -16.42% | 6787.26%-6803.7pp | 4397.19%-4413.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,587 | $7,247-36.7% | $6,952-34.0% | $6,401-28.3% |
| Admin fee / account holder | $366 | $8,375-95.6% | $6,733-94.6% | $11,429-96.8% |