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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 | $70,569 | $84,697-16.7% | $73,845-4.4% | $125,393-43.7% |
| Participation rate | 9.1% | 76.8%-67.7pp | 73.4%-64.4pp | 83.2%-74.1pp |
| Annual return | 0.14% | 3123.66%-3123.5pp | 2267.91%-2267.8pp | 282.23%-282.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,886 | $3,993-2.7% | $3,583+8.4% | $5,351-27.4% |
| Admin fee / account holder | $14,571 | $5,692+156.0% | $4,881+198.6% | $9,541+52.7% |