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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 | $42,127 | $97,732-56.9% | $83,831-49.7% | $135,380-68.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -2.86% | 1287.56%-1290.4pp | 850.99%-853.8pp | 519.81%-522.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,893 | $4,683-38.2% | $4,082-29.1% | $5,609-48.4% |
| Admin fee / account holder | $13,548 | $6,675+103.0% | $5,479+147.3% | $10,828+25.1% |