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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 | $52,409 | $82,630-36.6% | $64,105-18.2% | $125,389-58.2% |
| Participation rate | 38.5% | 75.9%-37.4pp | 68.2%-29.7pp | 83.2%-44.7pp |
| Annual return | -1.77% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $961 | $3,608-73.4% | $2,822-65.9% | $5,352-82.0% |
| Admin fee / account holder | $33,141 | $6,382+419.3% | $4,499+636.6% | $9,541+247.4% |